Search Results | Showing 31 - 40 of 1885 results for margin |
| | ... conflict of interest created by BTFM, acting as a trustee, investing monies from the Funds in the Life Policy, under which the margin earned by BTFM's related entity, WLIS, was inversely related to the Income Rates earned on behalf of members of ... |
| | | Research by CoreLogic suggests the Australian housing market is heading towards an inflection point, with the rate of growth in home values becoming more diverse but generally weakening. According to the research, commissioned by NAB for its December ... |
| | | Financial advice businesses must supercharge their capabilities, expand their capacity, and scale up to reach and serve more Australians. According to AZ NGA's paper, titled Ready or Not? A guide to building a super firm, the industry's current ... |
| | | ... platform TDPs managed by RSE licensees underperformed their benchmark, with almost a third of these accounts floundering by a margin over 0.5%. For non-platform TDPs, 84% of member accounts are invested in products that exceeded benchmark, and of the ... |
| | | ... segregated account, a client money account, and then to other accounts. ASIC believes that such instructions intended to fund a margin payment to ASX Clear thus breached BBY's obligation to hold the money on trust. ASIC further alleged that in March ... |
| | | To navigate the year ahead, UBS Global Wealth Management's chief investment office (CIO) team believes investors should look to quality stocks and bonds for positive returns. Outlined in its recent Year Ahead 2024 report, the UBS CIO team said as interest ... |
| | | Praemium's stock tumbled following a projected revenue margin decline and higher operating costs announced at yesterday's 2023 annual general meeting. The wealth platform updated its financial outlook indicating that its average revenue margin ... |
| | | ... performance will continue to be affected by current market conditions. Current market conditions indicate Net Interest Margin (NIM) of approximately 125bps for FY23, and NIM will continue to be under pressure in FY24," AMP said. APRA faces a quandary ... |
| | | While the local robo-advice industry flounders, Wealthfront has hit a record high of more than US$50 billion ($77bn) in assets under management, catering to 700,000 investors. The US robo-adviser boasted that as it continues to diversify offerings ... |
| | | ... leveraging its range of products, services, and technology solutions. Such solutions include equities execution and clearing, margin lending, structured loan products, portfolio administration services, personal superannuation solutions and third-party ... |
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