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| | | ... gains on the assets," the complaint states. "The resulting capital gains distributions to investors were unprecedented (40 times previous levels). While this didn't hurt retirement plans, it left taxable investors holding the tax bag." |
| | | | ... passive strategies in portfolios. About 27% used ETFs in their core portfolio allocation, up from 16% in 2020 and nearly seven times more than in 2019 at 4%. Investors expressed their growing demand for thematics such as artificial intelligence and renewable ... |
| | | | ... further measures announced by governments against Russia for its unprovoked attack on Ukraine," the group said. "During times like these, we are guided by our commitment to do what's right for our clients, our employees, and our communities. As this ... |
| | | | ... able to have more influence over private market deals. "On face value, you can write a cheque for at least one and a half times more than you could have before. That gives you more control in the deal than you would have had before. You can influence ... |
| | | | ... comparable Russia's annexation of Crimea in 2014. Just like today, these brought fear in the market. Just like during those times, markets will recover and even proceeded to record new all-time highs. This, despite "hiccups" brought on by the Asian ... |
| | | | ... Debby Blakey said a streamlined industry process for splitting super assets would remove complexity and speed up processing times, reducing stress for super fund members at a difficult time in their lives - but more super funds need to get on board. ... |
| | | | ... annual Future Ready report found that only 27% of advice practices are touching base with their best clients more than 10 times a year. Business Health owner Rod Bertino told a Midwinter event this morning that while there is no one correct answer, how ... |
| | | | ... burden," she said. Platforms have also been open to adviser feedback, making several changes to make their job easier in recent times. "To address the new fee consent obligations, all platforms have offered digitised templates, enhanced tracking and ... |
| | | | ... risk. Worthington joined from NZ Super where he was senior investment strategist, asset allocation. "In changing, uncertain times, institutional investors increasingly need to lean on the experience of partners that have depth and insight," JANA chief ... |
| | | | ... popular investment types usually requires access to multiple trading platforms and for investors to move money multiple times. We wanted to make investing in cryptocurrency as seamless as possible." BTC Markets is one of the largest and most established ... |
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