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Showing 371 - 380 of 3942 results for "Trend"

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
To better understand global investor expectations and practices, Deloitte, in partnership with a global marketing agency, developed a report from a survey of 2000 investors and 250 wealth management providers. The report provided several calls to action ...

'Just do what you say you'll do': ASIC's message to trustees

JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2024
... cold calling and aspects of the system that are not up to scratch in supporting members' interests. That's the one trend I'd say we found, people in the advice space and not having the right controls to support that and then [seeing members] ...

Janus Henderson acquires NBK Wealth, Tabula Investment Management

ANDREW MCKEAN  |  FRIDAY, 3 MAY 2024
Janus Henderson has acquired the wealth management arm of the National Bank of Kuwait, NBK Wealth, as well as European ETF provider, Tabula Investment Management. The US$353 billion asset manager said in its Q1 2024 results that NBK Wealth's private ...

Asset managers prioritising product quality: Northern Trust

ANDREW MCKEAN  |  FRIDAY, 3 MAY 2024
... non-core activities. The survey found that 59% of respondents are looking to outsource securities finance, and noted a similar trend emerges when it comes to liquidity management, trading, and foreign exchange. Asset managers overwhelmingly identified ...

Aussies underestimate life insurance's importance: Investment Trends

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
There is a gap in perception among Australians of life insurance as a crucial component of financial stability, according to an Investment Trends Consumer Insurance Needs report. The report said out of the 20 million adult Australians, 6.7 million have ...

Platinum announces strategic review

ELIZA BAVIN  |  FRIDAY, 26 APR 2024
... Platinum Capital (PMC) and Platinum Asia Investments (PAI). Platinum said the boards of both PMC and PAI have noticed a trend away from close-ended investment vehicles, particularly those that "lack sufficient scale to generate the liquidity required ...

Dividends up but share buybacks fall: Janus Henderson

ELIZA BAVIN  |  WEDNESDAY, 24 APR 2024
... cutting dividends as our forthcoming Global Dividend Index will show," Lofthouse said. "It's tempting to extrapolate a new trend of decline for buybacks. But one down year from multi-year highs is not evidence that this is happening. It is all about ...

Equity Trustees scores Woodbridge mandate

ELIZA BAVIN  |  MONDAY, 22 APR 2024
... banks, driven by market dynamics and regulatory changes, has created an opportunity in the lending market. We believe this trend will continue, and this new fund will present a unique chance for retail investors to engage in private credit." Woodbridge ...

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March. Some $79.7 billion in FUA, up 34% year on year, came directly from the platform. Its Portfolio Administration and Reporting Services' ...

Former AMP Capital research lead joins family office

ELIZABETH FRY  |  MONDAY, 15 APR 2024
Luke Dixon, the former research and investment strategy lead at AMP Capital, has joined RW Capital as the head of institutional capital and research. The White family office, led by the head of the Ray White Group, invests in direct lending, real estate ...