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Showing 21 - 30 of 1532 results for "Profile"

Unmet financial advice needs affect millions in Australia

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
... explored the intentions of the 1.3 million Australians planning to seek an adviser in the next two years, finding their profile closely mirrored the 9.1 million who don't plan to seek professional advice. On average, unadvised individuals are willing ...

Baby boomers turn to local private debt: Research

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... fulfilling a duty of care regarding portfolio construction, while the second aspect is identifying the demographic investor profile where the money is in Australia. "We note that between 2023 and 2040, the 65-plus age cohort in Australia will grow by ...

Super tax is a 'wealth tax': Taylor

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... Taylor emphasised the need to give Australians choice and flexibility with respect to how they invest their money, the risk profile undertaken and whether they opt for an industry fund or establish an SMSF. "Retirement is an individual experience. There's ...

VanEck failed to disclose influencer's role in ETF launch: SEC

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2024
... involving issues that can impact the advisory contract... VanEck Associates' disclosure failures concerning this high-profile fund launch limited the board's ability to consider the economic impact of the licensing arrangement and the involvement ...

MA Financial buys $96m hotel to seed fund

CHLOE WALKER  |  TUESDAY, 6 FEB 2024
... provide investors with both a robust distribution income stream, targeting 7-8% per annum, and a compelling total return profile, targeting 13% per annum. The hotel, known as Vibe Docklands, will be operated by TFE Hotels. Built in 2018, Vibe Docklands ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... attractive," he said in a market outlook. Like many advisers, Buters tweaks client portfolios as dictated by their risk profile. "If we think equity valuations are high, we might tilt a little bit more defensively in portfolios. If we think equity valuations ...

BWP, Newmark Property REIT set to merge

CHLOE WALKER  |  WEDNESDAY, 24 JAN 2024
... value. It is also expected to enhance BWP's asset diversification and improve its weighted average lease expiry (WALE) profile from 3.6 years to 3.9 years. The implied value of the consideration is $1.39 per NPR security, based on the closing price ...

Centuria REIT valuation dives $124m

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2024
... ASX-listed and multinational corporations." "The geographically diversified portfolio provides a staggered lease expiry profile underpinned by strong tenant covenants. Importantly, COF continues to maintain high portfolio occupancy."

Court finds Canna Campbell infringed trademark

KARREN VERGARA  |  MONDAY, 8 JAN 2024
... the right to use my intellectual property to promote her podcast. At the same time, she also leveraged her social media profile (which included the podcast) to benefit from commercial agreements with Klarna, ING Bank, Toyota, Officeworks, Athena Home ...

What you read in 2023

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2023
... 9) AMP restructures wealth management, chief exits (May 29) In restructuring its local wealth business, AMP made high-profile Australian Wealth Management (AWM) chief executive Scott Hartley redundant. Following the AMP Capital sales, it said a flatter ...