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Showing 451 - 460 of 4001 results for "Trend"

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
A new report from State Street and Investment Trends found a record 25% of all new client inflows are placed into managed accounts. The proportion of advisers using them has more than tripled from 18% a decade ago to an equal record high of 56% now. ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
Lower fee-paying clients are severely affecting financial advice practices' bottom line and ultimately drag business valuations, a new analysis reveals. The latest Advice practice acquisition, sale & valuation guide from Centurion Market Makers highlights ...

Taskforce suggests aged care funding be based on personal wealth

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
The final report from the government's Aged Care Taskforce suggests the amount paid by Australians accessing care should be determined by their personal wealth, including superannuation, rejecting the idea of an aged care levy. On the back of the ...

Hamilton Lane debunks private market myths

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... sustainable investment trailed behind non-sustainable the aughts and early teens, but the last five or six years have seen that trend change meaningfully," the report said. According to the report, deal-level returns - particularly relevant given 39% ...

ASX-listed companies flock to private markets

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
The latest ASX monthly activity report shows a trend of more delistings than new market entries, indicative of a shift towards private markets. The total ASX-listed companies dropped from 2289 in February last year to 2183 in February 2024, a near 1% ...

Unmet financial advice needs affect millions in Australia

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
Investment Trends research has revealed 11.8 million Australians have unmet financial advice needs, with high or unclear costs cited as the main obstacles. The research firm's latest Financial advice report indicated persistent barriers to accessing ...

GQG reports US$10.5bn increase in FUM

ANDREW MCKEAN  |  THURSDAY, 7 MAR 2024
GQG Partners has reported a US$10.5 billion increase in funds under management (FUM) from January 31 to February 29. The boutique fund manager's international equity strategy, its largest, moved from US$49.2 billion to $52.9 billion. Its emerging ...

ASIC cracks down on scammers

CHLOE WALKER  |  MONDAY, 4 MAR 2024
... scams," Lowe said. Despite the continued threat to consumers, Lowe said it has been encouraging to see an overall downward trend in losses reported to Scamwatch to investment scams since the establishment of the fusion cell. "The ACCC and ASIC will continue ...

HNWI collecting activity stoops: Knight Frank

CHLOE WALKER  |  THURSDAY, 29 FEB 2024
... Hatlapa said. "Some marques like BMW (up 9%) and Lamborghini (up 18%) which appeal to a younger breed of collector bucked the trend in 2023." Handbags, which topped KFLII just a few years ago, also saw notable falls. AMR director Sebastian Duthy said ...

Copia seals distribution partnership

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
Copia Investment Partners has won a partnership with HSBC Asset Management to distribute a strategy to retail investors. Copia will make the HSBC Global Infrastructure Equity Fund available to retail investors after it was launched to the institutional ...