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Showing 501 - 510 of 5737 results for "Small"

MLC investment chief shares portfolio plans

ANDREW MCKEAN  |  THURSDAY, 25 JUL 2024
... Farmer said. He also emphasised a preference for active sub-sector allocation within equities, highlighting mid-cap and small-cap sectors in the firm's Australian equity portfolio as particularly attractive. Meanwhile, Farmer expressed a strong liking ...

JANA wins investment consulting mandate

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
JANA Investment Advisers has been awarded a mandate to provide investment consulting services for separately managed accounts (SMA) aggregator Wealthtrac. The mandate, effective from August 15, will initially cover 10 of Wealthtrac's existing SMAs ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
Financial advisers continue to ditch major institutions as more than 500 left in the year to June, Rainmaker analysis shows. Major institutions lost 8.8% of their advisers, with 513 exiting over the 12 months to end up with 5361 at the end of the period. ...

Insignia Financial flags more remediation ahead

JAMIE WILLIAMSON  |  MONDAY, 22 JUL 2024
... exhibited far higher failure rates than expected based on past experience." A further $41 million has been provisioned for a "small number of advisers" whose assessments are not yet completed. Insignia Financial said the assessment is based on "assumptions ...

Wealth managers rev up for Lifeline, Starlight

KARREN VERGARA  |  FRIDAY, 19 JUL 2024
... Australia. Janus Henderson Investors head of retail distribution and the event's founder Jordan Tang said: "What started as a small community event has blossomed into a major highlight on the calendar for car enthusiasts and families alike. The new ...

Canned 'golden visas' ruffle fund managers

KARREN VERGARA  |  THURSDAY, 18 JUL 2024
... sectors are some examples. Skills and talents in these sectors, Wright said, "are really difficult to attract to a relatively small market like Australia" as individuals typically look to migrate to North America or Europe instead. Fund managers such ...

DNR Capital introduces new global equity fund manager

ANDREW MCKEAN  |  THURSDAY, 18 JUL 2024
DNR Capital has broadened its focus beyond Australian equities; it's officially launched a global small and mid-cap equity fund manager, Tura Capital. After a soft launch late last year, DNR Capital has launched the Tura Capital Global Small and Mid-Cap ...

UK announces new Pension Schemes Bill

JAMIE WILLIAMSON  |  THURSDAY, 18 JUL 2024
... economic growth," the government said. Further, it will compel consolidation of defined contribution individual deferred small pension pots, allowing multiple deferred savings accounts to be combined to maximise retirement income. The government added ...

REI Super returns 9.34% in FY24

JAMIE WILLIAMSON  |  WEDNESDAY, 17 JUL 2024
... strongly following up its 13.77% return in FY23. Coysh said the returns demonstrate "...that we are big enough to perform and small enough to care about maximising our members retirement outcomes." "As well as good returns and competitive costs, we have ...

Betashares launches new currency hedged ETF

ANDREW MCKEAN  |  TUESDAY, 16 JUL 2024
... appealing to investors looking to maintain exposure to a broad portfolio of US shares without being heavily exposed to a small number of 'mega cap' companies. This is particularly pertinent given that the top five stocks in the S&P 500 account ...