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Showing 471 - 480 of 11286 results for "Research"

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... HNW individuals across Europe, Asia Pacific, and the US to explore the use of inheritances and succession planning. The research highlights that inherited money often sits dormant or underutilised. On average, only 22% of inherited capital is invested ...

Government to convene a productivity roundtable

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
... stepping back." "This is a time where government has to be prepared to step up to invest in education and skills and research and innovation; to build and upgrade the infrastructure that supports growth and drives productivity; to combine our Future ...

Fidelity International launches first global equity SMA

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
... wealth partner Emanuel Whybourne & Loehr. The Fidelity Global Top 50 ex Australia Portfolio draws on the firm's global research ratings and analysts' stock selections to manage approximately 50 listed equities. The SMA employs the firm's proprietary ...

Financial Standard names Investment Manager of the Year

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... help investors identify which products should be part of their decision-making process," Rainmaker head of investment research John Dyall said. "The Investment Leaderships Awards are a way to recognise those products and managers that we believe will ...

State Street's plan for power, product, partnerships

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... categories, a move that, he said, was met with a "positive acknowledgment from advisers." Rainmaker Information head of research John Dyall previously said the fee reductions were a "significant break" in behaviour, albeit "periodic but modest fee reductions ...

Perpetual mulls tie up with Partners Group

KARREN VERGARA  |  TUESDAY, 10 JUN 2025
... vehicles or products such as listed investment trusts, co-investments, and/or fund structuring. This also includes sharing research and investment insights. Perpetual head of equities Vince Pezzullo said the agreement provides foundations for public-private ...

King's honours list recognises excellence in super, finance

KARREN VERGARA  |  TUESDAY, 10 JUN 2025
... on the board of Emergency Services Superannuation Scheme, Unisuper and VicSuper. He chaired the Sustainable Investment Research Institute between 2002-2015 and was a director of Telstra for nearly a decade. Keith Tuffley was most recently the chair of ...

ETF Shares to bolster sales team

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... roles at Global X ETFs, with Man serving as head of portfolio management and Tuckwell leading the product, strategy, and research team. ETF Shares is backed by ETFS Capital, the London-based venture capital firm founded by Tuckwell, who built and sold ...

Private credit market has lenders sweating

ANDREW MCKEAN  |  THURSDAY, 5 JUN 2025
... changes that compelled banks to pull back from lending to certain segments, in turn creating a crucial financing gap," the research house said. However, it noted that success in private credit relies heavily on the expertise of fund managers. "Skilled ...

Netwealth chair to retire, successor appointed

ANDREW MCKEAN  |  THURSDAY, 5 JUN 2025
... eco-friendly packager PACT Group and a non-executive director of Seek. He also serves on the board of St Vincent's Medical Research Institute. He was also at one time a director of the Australian Centre for the Moving Image (ACMI), president of the International ...