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Showing 361 - 370 of 5097 results for "Results"

J.P. Morgan Asset Management enhances adviser portal

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
... portfolio analysis tool that advisers can use 24/7, accessing a database of more than 8000 local investments and tailoring results to clients. Advisers can also customise its reports with their own company logo. The tool, known as dPI, is customisable ...

GQG Partners records US$127bn FUM

ANDREW MCKEAN  |  THURSDAY, 8 FEB 2024
... billion (up from US$31.2 billion) and US$9.7 billion (up from US$9.3 billion), respectively. GQG will announce its full-year results for the period ending 31 December 2023 next week to the ASX and host an investor call with co-founders Rajiv Jain and ...

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... enhanced capability. Euroz Hartleys said the partnership is testament to its dedication to excellent service and delivering results for clients. "At Euroz Hartleys, we create and manage diversified portfolios tailored to the specific goals and risk tolerance ...

Pinnacle affiliates push FUM to $100bn

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... injected an undisclosed amount into OpenInvest - a transaction that Pinnacle had no part in. Pinnacle said the group's results represent "a creditable outcome and demonstrates again the strength of our distribution capability" despite a challenging ...

Unlisted asset valuation practices under review

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2024
... devaluations in unlisted office property are overstated and that they expect minimal further falls," Dunnin said. "These survey results seem out of step with market reality and APRA is right to explore what's going on given office property is about half ...

ASIC makes adviser exam changes

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... marking. This reduces the cost of administering exams and improves response times for exam candidates to receive their results." "The government is committed to ensuring the exam remains a pillar of the financial adviser professional standards."

Super fund satisfaction improves: Roy Morgan

CHLOE WALKER  |  WEDNESDAY, 24 JAN 2024
... the research house saw super fund awarded a rating of 69.5% in November 2023, an increase of 0.9% from the last reported results in July 2023. The Roy Morgan Superannuation Satisfaction Report, based on findings compiled by in-depth interviews with over ...

Market performance fails to sway retirement confidence: State Street

ANDREW MCKEAN  |  FRIDAY, 19 JAN 2024
... this problem has been intensified by Australians' historical reluctance to embrace annuities. Nevertheless, the survey results showed "encouraging signs" that annuities may have turned a corner. "Acceptance of some of the stereotypical negative statements ...

CFA Level I pass rate drops further

JAMIE WILLIAMSON  |  TUESDAY, 16 JAN 2024
... since the historic lows of 2021. CFA Institute managing director, education Chris Wiese said prior exam deferrals impacted results for many. "My congratulations go to all candidates learning of their CFA Program Level I exam success today. I hope you ...

Cromwell downgrades assets by $192m

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... funds management platform, which will lead to long-term returns for security holders," he said in announcing the FY23 results. In its most recent quarterly rebalance, the S&P/ASX 200 Index booted out Cromwell together with Link Group. Last week, ASX-listed ...