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Showing 571 - 580 of 4104 results for "Overall"

Raiz Invest launches residential property fund

ANDREW MCKEAN  |  TUESDAY, 16 MAY 2023
... it grows. All properties are leased and reassessed biannually, generating rental income, and contributing to the fund's overall unit value. Raiz Invest chief operating officer Grant Brits highlighted the fund's accessibility and low investment barrier. ...

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
... rates than their peers. Combining these personality traits may result in a higher confidence level that influences their overall ability to drive growth," the paper read.

UBS outlines new operating model, leadership

CASSANDRA BALDINI  |  WEDNESDAY, 10 MAY 2023
... to have its own subsidiaries and branches, serve its clients, and deal with counterparties and the UBS board will hold overall responsibility for the consolidated group. Pending further integration, Credit Suisse AG will continue to rely on its established ...

Mercer scoops up third BT business unit

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... PPM, also know as BT Private Portfolio as per its website, offers individually managed accounts. It is distinct from BT's overall managed accounts business. "The addition of PPM allows us to service the entire investor market - from our Mercer Super ...

Iress outlines product-led growth strategy

ANDREW MCKEAN  |  FRIDAY, 5 MAY 2023
... initiatives to improve our client experience with targeted investments in our core trading and advice software," Price said. Overall, Price concluded that the company's objective is to create an innovative technology firm that connects and empowers ...

Private markets boost Macquarie AM results

KARREN VERGARA  |  FRIDAY, 5 MAY 2023
... on year. Macquarie Wrap's managed accounts offering saw a 33% jump in funds under administration to $10.5 billion. Overall, Macquarie Group recorded a net profit of $5.2 billion, up 10% on FY22. Some 71% of its income came from abroad. Macquarie ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... exited the sector. The number of aligned financial advisers fell by 12%, while the non-aligned segment fell by just 6%. Overall, there are 10,315 active non-aligned advisers comprising 64% of the sector. Synchron Advice is the largest non-aligned licensee ...

SQM reveals top, worst rated ASX200 equities

JAMIE WILLIAMSON  |  MONDAY, 1 MAY 2023
... opportunities in the medium to long term. Each ASX200 company is sub-rated on three factors: valuation, quality and momentum. The overall rating is an equal weighting of the three. The ratings are overseen by analyst Otto Reith, alongside SQM managing ...

Investors flock to term deposits over equities

ANDREW MCKEAN  |  THURSDAY, 27 APR 2023
... from putting some of that investment at risk of volatility can reduce the amount of income they're able to receive overall, or how long that income will last."

Perpetual progresses Pendal integration

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
... finalising the leadership and regional structures, with expectations the process will be largely complete by May end. It said overall client engagement has been possible, with key senior distribution appointments announced or expected to be announced ...