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Showing 31 - 40 of 116 results for "Financial professionals"

Smart beta 'taking over' active management share: VanEck

ANDREW MCKEAN | THURSDAY, 5 OCT 2023

... clients' investment portfolios, a survey shows. According to the latest VanEck Smart Beta Survey, over 80% of financial professionals plan to maintain or increase their smart beta ETF allocations in the coming year. It was also revealed that 63% of participants ...

CFA Institute launches private markets, alternatives certificate

ANDREW MCKEAN | MONDAY, 18 SEP 2023

... in the portfolios of Australian superannuation funds, this course will provide essential training for financial professionals who are working, or interested in working, in private markets and alternative investments," she said. "This certificate will ...

NowInfinity bolsters estate planning capabilities

CASSANDRA BALDINI | TUESDAY, 12 SEP 2023

... purposes." Williams added that NowInfinity is committed to supporting accountants, lawyers, and other financial professionals by providing the best quality documents and technology solutions, "that enable them to efficiently and effectively establish ...

Rethinking retirement: Focus on spending, not saving

ANDREW MCKEAN | FRIDAY, 21 JUL 2023

... an interdisciplinary approach, suggesting that aged care professionals, estate planners, and other non-financial professionals need to collaborate to simplify complex life-stage decisions to reduce the prevalence of fear among retirees. "We've got ...

CFA exam results begin to normalise

CHLOE WALKER | FRIDAY, 14 JUL 2023

The pass rate for the second level of the CFA Institute exam jumped in May above its historic average, marking an impressive turnaround from the below-average rates experienced during the pandemic. Over half (52%) of the 15,895 candidates worldwide ...

Perth-based Ponzi scheme shut down by court

JAMIE WILLIAMSON | FRIDAY, 9 JUN 2023

... awareness about the risks associated with unlicensed advisors and providing guidance on identifying legitimate financial professionals." "ASIC is committed to safeguarding the interests of consumers and upholding the integrity of the financial services ...

Linchpin, Endeavour directors found guilty

JAMIE WILLIAMSON | TUESDAY, 4 APR 2023

... considered an officer of Endeavour. Daly is the former chair of the Association of Independently Owned Financial Professionals. All four were banned from providing financial services for five years in November 2019. Much of the money was allegedly used ...

Objective will not achieve any real purpose: IFPA

ANDREW MCKEAN | WEDNESDAY, 29 MAR 2023

The Institute of Financial Professionals Australia (IFPA) has bucked the trend, rejecting the proposal to legislate an objective of superannuation. The IFPA said it supports consistency in future policy making around superannuation, which should be ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN | THURSDAY, 29 SEP 2022

... lifecycle. Lumiant co-founder and global chief executive Santiago Burridge said: "When it comes to advice, many financial professionals are hamstrung in delivering an excellent client experience because so much still revolves around pen, paper and manual ...

ETFs, smart beta grow in popularity

CASSANDRA BALDINI | FRIDAY, 16 SEP 2022

... 12 to 18 months with the intention to reduce total portfolio costs. VanEck also highlighted that 46% of financial professionals currently use smart beta strategies and a further 40% are evaluating or planning to in the next year. It said 59% of surveyed ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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