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Showing 21 - 30 of 735 results for %22Personal Investor%22

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... responsible entity. The Federal Court later found the directors of the scheme had used money sought from investors for their personal use, including signing off on significant loans for one another. Anderson was found to have advised clients to invest ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
... clients. Nearly half of the wealth transferred to children and beneficiaries is consumed almost immediately - going towards personal debt, mortgages, and luxury or self-care items to support their current lifestyles. The remaining half has the potential ...

Vale Charlie Munger

CHLOE WALKER  |  WEDNESDAY, 29 NOV 2023
... earth. Just last week, Buffett revealed the details of his succession plan. A billionaire in his own right, Munger had a personal fortune of some US$2.6 billion.

Aussie fintech growth counteracted by local challenges: EY

CASSANDRA BALDINI  |  WEDNESDAY, 29 NOV 2023
... channels, fintechs said they increasingly rely on founder funding, with a notable 57% of founders tapping into their personal funds to meet their companies' objectives. This is up from 50% in 2021 and 2022. Angel investors and financial support from ...

Robo-adviser reaches US$50bn milestone

KARREN VERGARA  |  MONDAY, 20 NOV 2023
... Wealthfront's dedication to empowering young professionals to achieve their financial goals and shaping the future of personal finance," Wealthfront chief executive David Fortunato said. UBS was set to acquire Wealthfront for US$1.4 billion in early ...

CQS sold to Manulife Investment Management

CASSANDRA BALDINI  |  THURSDAY, 16 NOV 2023
... long-term returns to our client base," she said. "I would like to take this opportunity to thank Lord Hintze for the personal support and wise counsel he has given me as chief executive. Over the last decade we have transformed CQS into a global alternative ...

APAC looks to data-driven future: State Street

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
Over 80% of institutions globally expect sizeable opportunities to emerge from enhanced data management and usage, according to State Street's latest report. The State Street Data Opportunity Study, conducted in the third quarter of the year, analysed ...

RW Capital launches Pets Fund

CHLOE WALKER  |  FRIDAY, 3 NOV 2023
... will pay out a dividend of 6% to 8% in its first year. RW Capital managing director Dan White, who has been a personal investor with Pet Resorts for close to 15 years, said he is excited to be partnering with an "experienced operator with a proven track-record." ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
Two major high-net-worth financial advice firms laud the Quality of Advice Review's promises of drastically reduced scrutiny and red tape but have stopped short of saying that they will re-enter the retail client space. JBWere Australia began exiting ...

Betashares launches investment platform, targets retail investors

ANDREW MCKEAN  |  WEDNESDAY, 25 OCT 2023
Betashares has unveiled a new investment platform for self-directed investors, offering access to any ETF traded on the ASX at zero brokerage, with features for financial advisers on the horizon. The fund manager's new platform - Betashares Direct ...