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Showing 311 - 320 of 6205 results for "SIX"

Younger women embrace geared strategies: Data

MATTHEW WAI  |  TUESDAY, 4 MAR 2025
... growth in online retail investors. The figure is also closing in on the record number 109,000 set in 2021 across the past six years. The number of geared investors rose from 84,000 in 2023 to 100,000 in 2024, with pre-retirees (55-64) now making up 12% ...

Treasury responds to CHESS replacement inquiry

ELIZA BAVIN  |  TUESDAY, 4 MAR 2025
... Treasury said. Of the 12 recommendations made, two were actioned, one was supported, three were supported in principle and six were noted. Treasury has confirmed it has actioned recommendations one and three. The first being that the government proceed ...

Freezing order slapped on First Guardian Master Fund, Falcon Capital

KARREN VERGARA  |  MONDAY, 3 MAR 2025
... Superannuation. Also in 2022, ASIC banned Perth-based director Sharree Grace Hutchinson from providing financial services for six years after she urged investors in the First Guardian Master Fund to roll their investments from the Chiodo Diversified ...

State Street expands global custody footprint

MATTHEW WAI  |  MONDAY, 3 MAR 2025
... platform and deep expertise." Notably, State Street's assets under custody for Australian investors swelled by 20.8% in the six months to the December end 2024, surpassing $1 trillion in total assets under custody according to data from the Australian ...

Clime Investment Management lands new strategic partnerships

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
... to attract high-calibre professionals as we grow our capabilities." Clime added its transformation, which was achieved in six-months, isn't slowing down. Clime said a "pipeline of opportunities" is in the works, with prospects in negotiation or being ...

ClearView Wealth's profit bleeds 22% in HY25

MATTHEW WAI  |  FRIDAY, 28 FEB 2025
ClearView Wealth's profit took a blow with its underlying net profit after tax (UNPAT) down 22% to $15.2 million in the six months to 31 December 2024, saying the slump was due to an "aberration" in the claims experience in the first quarter of FY25. ...

Super moves: Qantas Super, VFMC, AusSuper

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... Ellis has left Aware Super in a strong position to move forward with its retirement strategy and wished her well. Ellis spent six years with Aware Super, first as portfolio manager of retirement strategy, then as head of the retirement segment. She landed ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
... use it for reporting and editing purposes, according to the 2024 Platform Competitive Analysis & Benchmarking Report. Thirty-six percent said they are interested in AI but need to be trained, while 31% have no intention to use it at all. A small number ...

Platinum rolls out major leadership reshuffle

ELIZA BAVIN  |  WEDNESDAY, 26 FEB 2025
... International Fund (and global strategies) Clay Smolinski, is stepping away from his roles to take a leave of absence for six months. The Platinum board said at the end of this period, Smolinski, in consultation with Platinum management, will determine ...

Technology optimises family office performance: KPMG

KARREN VERGARA  |  WEDNESDAY, 26 FEB 2025
... particularly with regard to their office infrastructure," KPMG partner and the report's co-author Robyn Langsford said. Thirty-six percent of respondents said the primary motivation for using technology was to reduce overall costs. But the majority ...