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Showing 411 - 420 of 2023 results for "AMI"

The future of defined contribution asset allocation

ANDREW MCKEAN  |  MONDAY, 7 NOV 2022
Strategy discussions around defined contribution workplace saving tend to focus on plan design and engagement but questions of asset allocation are also critical, according to a discussion summary of the most recent Jasper Forum. The Forum was led by ...

Federal Reserve raises rates 0.75%

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
The US Federal Reserve has raised its policy interest rate by 75 basis points, flagging ongoing increases will be necessary to bring inflation down to target. Following the central bank's decision, the federal funds rate benchmark sits between 3.75% ...

AL&P hires global, APAC business development heads

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
In response to increasing demand from institutional investors for currency management, Adrian Lee & Partners (AL&P) has bolstered its team with two senior appointments. AL&P has hired Rabia Shirazi as senior partner and global head of business development ...

Partners Group expands Australian team

CASSANDRA BALDINI  |  WEDNESDAY, 19 OCT 2022
Partners Group made two new appointments amid changes to global executive board member and director Martin Scott's role. Andrew Kateiva has been hired as head of institutional and managing director client solutions, Australia. He will commence in ...

ETF industry drops in value

CASSANDRA BALDINI  |  FRIDAY, 14 OCT 2022
Australia's ETF industry has dropped in value despite seeing positive inflows in September. Betashares' latest Australian ETF Review said overall industry assets under management (AUM) fell 4.3% month on month, with total industry market capitalisation ...

Super members switching options amid uncertainty

CHLOE WALKER  |  WEDNESDAY, 28 SEP 2022
Finder's latest survey of superannuation fund members has revealed that 11% have switched to a more conservative risk profile in the past six months in a bid to safeguard their retirement savings. In total, this year has seen almost 20% of super members ...

Vanguard to liquidate factor ETF

JAMIE WILLIAMSON  |  TUESDAY, 27 SEP 2022
Vanguard is liquidating one of its US active ETFs, in what is reported to be a first for the company. Vanguard announced the US$44.2 million US Liquidity Factor ETF will be wound up in late November. Since its inception in 2018, the product has not ...

Female Excellence in Advice Award winner named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
Amie Baker of Rekab Advice has taken out the gong, now in its 10th year. The award, which is presented by both the Association of Financial Advisers and TAL, recognises the talents and contributions of female financial advisers and the work they do ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
Finalists for the 2022 Adviser of the Year award and the Female Excellence in Advice (FEIA) award have been announced by the Association of Financial Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper ...

Practifi names senior director, go-to-market

CASSANDRA BALDINI  |  FRIDAY, 9 SEP 2022
Practifi has promoted Umesh Banga to senior director, go-to-market amid plans to expand its wealth management and superannuation products and strategy globally. Banga's current duties as director of advice solutions will carry over to the new executive ...