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Showing 331 - 340 of 2670 results for "Holdings"

AMP rolls out new North features

CHLOE WALKER  |  THURSDAY, 15 JUN 2023
... Super Calculator. The new ROA template contains pre-formatted tables and charts detailing current and proposed investment holdings, as well as a summary of fees, portfolio valuation and asset allocations. It also allows advisers to include their clients' ...

Director charged over illegal investment scheme

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
... own benefit and to pay as returns to other investors. The businesses Arandez was involved with are HLK Advisers, NCAA Holdings, Mindenergetix, AWM Australia, and Zednara Holdings. On the charge related to not having an AFSL, Arandez faces a possible ...

Super fund ESG options underweight BHP, overweight CSL

RACHEL ALEMBAKIS  |  THURSDAY, 8 JUN 2023
... released its most recent Rainmaker Benchmarking report, which features inaugural research into super funds portfolio holdings disclosure as of 30 June 2022. As part of the report, Rainmaker analysed a sub-sample PHD analysis of 38 investment options ...

SEC sues Binance, chief executive

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2023
... chief executive Changpeng Zhao for allegedly lying to regulators and mishandling billions of investor dollars. Binance Holdings, BAM Trading Services, BAM Management and Zhao face a total of 13 charges, with the SEC claiming the company and stakeholders ...

Dexus, Partners Wealth Group airport fund to take off

CHLOE WALKER  |  MONDAY, 5 JUN 2023
... one of the exclusive investment partners on this opportunity," Dexus said. One of the world's largest airport land holdings, Melbourne Airport boasts a 2741-hectare site, servicing 39 million passengers annually and with no curfew. Commercial revenues ...

Nanuk launches currency hedged unit class

ANDREW MCKEAN  |  WEDNESDAY, 31 MAY 2023
... demand is particularly driven by the strength of the US dollar, as advisers aim to safeguard the value of global equity holdings from potential depreciation in the US currency." The Nanuk New World Fund was initially launched as an unlisted fund in 2015 ...

Investment fraud accomplice charged

CASSANDRA BALDINI  |  MONDAY, 22 MAY 2023
... investors. ASIC acted in the Federal Court to wind up the unregistered managed investment scheme operated by Marco and AMS Holdings (WA) Pty Ltd, the AMS Holdings Trust, in 2020. The court heard that between February 2014 and October 2018 Marissen, who ...

Young, millionaire investors challenge stereotypes: Data

CASSANDRA BALDINI  |  THURSDAY, 18 MAY 2023
New research shows young investors are buying and holdings stocks more than their older counterparts, despite the current environment. During the quarter, ending March 31, younger investors were the highest adopters of a buy-and-hold strategy compared ...

Australia lags in global fund disclosure: Morningstar

ANDREW MCKEAN  |  THURSDAY, 18 MAY 2023
... managed fund and superannuation disclosure requirements. Morningstar said the opaque nature of Australia's Portfolio Holdings Disclosure regulations present several hurdles for investors. For instance, the disclosure requirement of simple asset types ...

Liverpool Partners invests in AI

CHLOE WALKER  |  TUESDAY, 16 MAY 2023
... Australian hyper-automation and artificial intelligence consulting firm Simplyai. As part of the deal, former Seven Group Holdings group chief operating officer and Accenture Digital managing director James Scott will join Simplyai as its new chair. ...