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Showing 351 - 360 of 2253 results for "Roll"

Value companies to outperform in 2023: VanEck

ANDREW MCKEAN  |  THURSDAY, 9 FEB 2023
... to extend into 2023 for discretionary stocks as household savings continue to diminish and the majority of fixed mortgages roll off later this year," McCormack said. "As the cumulative effects of lower savings, higher costs of living, negative wealth ...

Netwealth rolls out platform enhancements

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
Netwealth has advanced its client account notification and task-tracking tool available on its platform. The upgrade and release of "Activities" will allow advisers and clients to track and respond to tasks, such as corporate actions and account notifications ...

Cold calling advice firms called out

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2023
... said she is concerned the existing anti-hawking legislation doesn't cover cold calling advisers who charge up to $6000 "to roll consumers from high performing, low fee profit-to-member funds into poorer performing retail funds." "A typical experience ...

Insignia saves thousands of hours with AI

CASSANDRA BALDINI  |  MONDAY, 30 JAN 2023
Implementing an artificial intelligence solution has saved Insignia Financial tens of thousands of working hours, it says. The financial services company rolled out its first digital worker called Optimus in 2019 and has since steadily increased its ...

Global X to launch Covered Call ETFs

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2023
Global X will soon roll out the local market's first fully systematic, index tracking covered call products. To be launched on the ASX, the three new strategies are intended to provide investors with income at a time when both equity and bond markets ...

Praemium takes 53% hit to inflows

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023
Praemium has reported a $1.02 billion hit to its net inflows for the half year to December 31, down 53% from the same time last year. Praemium chief executive Anthony Wamsteker said: "Investor sentiment has been very subdued in the wake of three successive ...

AAT upholds AFSL cancellation

CHLOE WALKER  |  THURSDAY, 12 JAN 2023
The Administrative Appeals Tribunal (AAT) has supported ASIC's decision to cancel the AFSL of Olive Financial Markets Pty Ltd (Olive). Between 2013 and 2018, Olive operated both a managed discretionary account (MDA) service and a superannuation rollover ...

Morningstar to introduce new rating system

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
Morningstar Australasia is looking to scale its ratings universe, introducing the new Morningstar Medalist Rating. From May, the Medalist Rating will replace the Analyst Rating depicted by gold, silver and bronze medals. The aim, Morningstar says, is ...

SS&C launches super offering, secures Mine Super mandate

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
SS&C Technologies has secured Mine Super as its first client to deliver superannuation administration services in Australia. SS&C hopes the new agreement with Mine Super will establish a foundation for its new super administration business in APAC. ...

What you read in 2022

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
Amid a year of economic turbulence and soaring inflation, Financial Standard's most read stories reveal attention was once again focused on the evolving superannuation sector. The worst performing super products and funds underscore the majority ...