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Showing 361 - 370 of 2105 results for "Course"

Half of retail investors will go the distance

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
Only half of retail amateur investors would stay the course if the market experienced a 20% correction or more, a new survey shows. Out of 3700 traders canvassed in Superhero's latest survey, 53% said they would stick with their investments during market ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... minority of adviser members of 7% or less. Only four associations have 1000 or more members. "These various associations of course have different emphasis and origins. Some focus more on overall adviser needs, some more on adviser insurance needs, some ...

WT Financial Group acquires Synchron

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... enable us to provide the critical support that advisers in our modernised industry demand. The resulting scale will set the course for future expansion and more depth in our offerings for advisers." Cullen added that Trapnell and Prossor will continue ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... playlist, direct indexing allows investors to mix up their own fund with a greater degree of customisation and control. Of course, this strategy isn't for everyone. To critics, direct indexing is an attempt to rebrand active investing or SMAs, just ...

NZ Super Fund excludes Russian debt, state-owned holdings

JAMIE WILLIAMSON  |  THURSDAY, 3 MAR 2022
... condemnation, and the close association of the companies to the Russian state, exclusion is considered the appropriate course of action, the investors said. The institutions do not apply country-wide company exclusions, and companies will not be excluded ...

Winner of Gwen Fletcher Memorial Award 2022 announced

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 MAR 2022
... high-quality financial advice. "The feeling of getting that CFP designation is so special because I had put so much work into the course, but to get the award was really the icing on the cake," Lozada said. "I really appreciated the practical aspects ...

ASX chief steps down

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... with trading volumes at the start of the global pandemic. It also suffered major technical glitches during the ordinary course of trading, leading to an ASIC investigation and the imposition of licence conditions. "ASX continues to invest in contemporary ...

AMIST criticised for SPC investment

ELIZABETH MCARTHUR  |  THURSDAY, 10 FEB 2022
Australian Meat Industry Superannuation Trust (AMIST) is being criticised for a recent investment in fruit packing giant SPC, due to the other party involved in the capital raise. AMIST made an investment in SPC in a capital raising. Peregrine Corporation ...

FPA calls for stronger experience pathway

KARREN VERGARA  |  FRIDAY, 4 FEB 2022
... competence," she said. "We cannot return to the days when a planner could technically be qualified with only a two-day course, with no timeframe for that to change. For this reason, the FPA does not support the proposed 10 years of experience in the ...

Pinnacle folds boutique

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
... taking its ownership to 35%. At the height of the pandemic, Pinnacle received $1.2 million in JobKeeper payments over the course of two financial years, all which Pinnacle did not pay back but donated to its own foundation. Shareholders will receive ...