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Showing 21 - 30 of 65 results for "APT"

Apt Wealth Partners acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 28 JAN 2020
Apt Wealth Partners, a national financial advice business with more than $1.5 billion in funds under management, has acquired a Melbourne-based advice firm. Apt Wealth Partners has acquired Semaphore Private. The acquisition will see James McGregor ...

2020: Year of the fragile economy

ALLY SELBY  |  THURSDAY, 9 JAN 2020
The global economy is toeing a fine line between economic growth and recession, with a number of threats poised to disrupt the already tepid global rally. That's according to the latest report from the World Bank on the global economic outlook for 2020 ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... awards highlight individuals and businesses going above and beyond for their clients and the profession. Andrew Dunbar CFP® of Apt Wealth Partners has been recognised as the Certified Financial Planner of the Year, while Perth's Capital Partners ...

Shock win leaves investors worse off

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
... they have," she says. "Giving clients options and working through various scenarios and 'what ifs' restored some confidence." Apt Wealth Partners senior investment analyst Sarah Gonzales agrees, saying Apt's clients were told to hold off. The firm also ...

Fund manager expands distribution team

KANIKA SOOD  |  WEDNESDAY, 23 JAN 2019
... worked at BlackRock Investment Management's business development team. Prior to this he was a junior investment analyst at APT Wealth. Pengana director of distribution Damian Crowley said: "We're very pleased to expand our distribution team in NSW to ...

Final call for 2019 Chief Economists Forum

DARREN SNYDER  |  WEDNESDAY, 19 DEC 2018
There are five economic factors that will determine whether investors add more risk to emerging markets portfolios in 2019. It's also at a time when EM equity valuations are relatively cheap yet investor sentiment is dim. Previewing the 2019 Financial ...

University students to run hedge fund

KANIKA SOOD  |  MONDAY, 17 SEP 2018
An industry-backed hedge fund has launched at the University of New South Wales, where students will run a concentrated long-short portfolio of ASX 300 stocks with ESG filters. Alternative Investment Management Association (AIMA) general manager Michael ...

Stale boys club lingers on: Research

JAMIE WILLIAMSON  |  WEDNESDAY, 29 AUG 2018
... a consensus that talk of diversity and taking action is little more than noise. "'Stale, male and pale' remains an apt description for the industry's senior leaders; a few role models does not make for success. In my view, the 'diversity ...

Fundraise like a RockStar

STAFF WRITER  |  MONDAY, 5 MAR 2018
Lend me your ears. The Financial Industry Community Aid Program (FICAP) 'Who Wants to be a RockStar' is back and it promises to be bigger than ever. What started in 2006 as a slightly unconventional way to give back to the community has now turned into ...

Career progression positive for women advisers

KARREN VERGARA  |  TUESDAY, 19 DEC 2017
New research shows more women are considering a career in financial advice and have a positive outlook on the future of the industry. A joint study conducted by BT Financial Group (BTFG) and the Financial Services Council (FSC), which canvassed 800 ...