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Showing 3401 - 3410 of 28255 results for "NOT"

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...

Australians retiring later than global peers: Research

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... securing 13th place compared to 19th in 2022. However, while global retirement conditions are improving, Natixis said this is not necessarily being felt by individuals, with 48% of respondents saying it will take a miracle to retire securely. Natixis ...

Aware Super rolls out adviser portal

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... to ensure that advice is as accessible as it can be, and to support those who provide it," he said. "We pride ourselves on not only being one of Australia's best-performing super funds, but also being super helpful - to our IFA partners, just as we are ...

Ring-fencing super for aged care adds complexity, cost: ASFA

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
... costs would create unnecessary complexity and cost and reduce flexibility for older Australians. Many current retirees do not have a large amount of superannuation from which to fund increased aged care costs. In fact, only a small minority of Australians ...

NZ Super Fund delivers 11.9%

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
... he said the super fund's sovereign wealth fund status and its long investment horizons gave it access to opportunities not available to others and allowed it to ride out, and even take advantage of, a volatile investing environment. Guardians chair ...

Frontier dips toes into private wealth space

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2023
... of bespoke advice and separate execution and allows Perks to retain control of its own decisions, which is a model we have not seen elsewhere in the market."

Wheelhouse repositions global equity fund

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... Its internal return target of over 8% per annum over a rolling 5-year period (net of fees and expenses and before tax) has not changed. The fund invests in global listed equities, either in direct equities, ETFs and other index exposures, and derivatives ...

Most Australian actively managed funds lag the index

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
In the first half of 2023, 55% of Australian equity funds underperformed the S&P/ASX 200 index, according to the S&P Global SPIVA Australia Scorecard. But the S&P Global SPIVA Australia Scorecard - which measures the performance of actively managed ...

AI to revolutionise investment industry: Research

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
... including liquid alternatives, will see the strongest product growth (27%). Meanwhile, investments such as whole fund services, not tied to a benchmark, came in second (17%), while crypto products and high-income products were next (11%). The survey ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
Viridian Financial Group has launched Infinity Capital Solutions, an investment management division with its own AFSL, marking its evolution into a dual-structured entity. Infinity Capital Solutions (ICS) affords third-party advice practices and financial ...