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Showing 511 - 520 of 3535 results for "CORE"

J.P. Morgan lists fixed income ETFs

CHLOE WALKER  |  FRIDAY, 8 DEC 2023
... the market are "top-notch" and aim to fulfil the local investors' requirements, whether they seek equity income, bonds, core global equities, or sustainable funds. "This is the advantage of investing with a global active asset manager - our size ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... fund managers, psychologists, wellness experts, travel agents, and tax experts. While investment management is undoubtedly a core service required by HNW clients, the report said it is likely to be simply one of many utilised in solving their problems. ...

Income investors to thrive in 2024: Report

CHLOE WALKER  |  MONDAY, 4 DEC 2023
... in fixed-income yields," it said. Over the period between November 2020 and November 2023, the yield on the Morningstar US Core Bond Index experienced a significant rise from 1.2% to 5.4%. However, the dividend yield of the Morningstar US Market Index ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
... investable assets, would almost unanimously (97%) recommend their adviser to their children in the future, with over three in four core and mass affluent clients are likely to recommend their adviser to their children in the future. "We know intergenerational ...

Morningstar cops greenwashing fine

KARREN VERGARA  |  FRIDAY, 1 DEC 2023
... after its ESG research arm Sustainalytics identified that the companies either developed controversial weapons or produced core components. Morningstar was forced to pay $29,820 after ASIC issued two infringement notices. It paid the fine on November ...

Inflation problem is homegrown: Bullock

KARREN VERGARA  |  FRIDAY, 24 NOV 2023
... continuing to ease and the energy price rises have unwound" - but this has a long way to go - and many countries find that core services inflation is declining more slowly. "An important implication of this homegrown and demand-driven component to inflation ...

BNP Paribas acquires HSBC's hedge fund admin business

CHLOE WALKER  |  WEDNESDAY, 22 NOV 2023
... the bank's clients access to a "full suite of front-to-back liquid alternative and hedge fund outsourcing solutions" from core fund administration, through to depositary, custody, cash, FX, financing, global markets, and prime brokerage solutions." BNP ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... variable fee component, aligning our interests in helping practices grow their own revenue and profitability, which is our core focus at a time of unprecedented opportunity for advice professionals and advice network operators alike," he said. WTL highlighted ...

ClearView offloads chunk of Centrepoint Alliance stake

CASSANDRA BALDINI  |  FRIDAY, 17 NOV 2023
... in the life insurance market," ClearView told Financial Standard. In an announcement to the ASX, COG also reinforced its core strategy, which has two key components. It said the first area of focus is to own interests in businesses that distribute financial ...

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... Vanguard, and Zenith. HUB24 director of strategic development Jason Entwistle said Discover complements HUB24's existing core and choice offers and expands its reach, providing a unique solution for advised clients seeking simplicity and affordability ...