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Showing 41 - 50 of 815 results for "Investment Product"

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
As fund research plays a critical role in helping financial advisers make conflict-free product recommendations, what bearing do rating houses have in helping them meet their obligations? According to Main Street Financial Solutions principal and private ...

Franklin Templeton welcomes head of product, strategy

CHLOE WALKER  |  WEDNESDAY, 8 FEB 2023
... superannuation and strategy at Colonial First State. In his new role, Abell will oversee the overall Franklin Templeton investment product strategy, with oversight across the current investment range as well as bringing new funds and capabilities to ...

Aussies not bothered by volatile markets: State Street

CHLOE WALKER  |  TUESDAY, 31 JAN 2023
... they own ETFs in their portfolio, more than half of investors globally agreed ETFs are an investor-friendly investment product (58%), while only 46% of Australians believed so. Overall, more than half of global investors believe ETFs offer more liquidity ...

Sequoia FG revises profit expectations

JAMIE WILLIAMSON  |  MONDAY, 23 JAN 2023
Sequoia Financial Group has updated its profit guidance for the first half, saying several "abnormal items" will negatively impact its bottom line. In November, the group said it was expecting EBITDA in the first half of between $4 million to $5 million. ...

Australians neglecting their retirement: Super fund

CASSANDRA BALDINI  |  WEDNESDAY, 11 JAN 2023
Investment options continue to flood the market meaning there is no shortage of places to stash your cash, but one super fund says the modern-day investor has lost sight of their superannuation. While more Aussies are engaged with investing, they are ...

Morningstar to introduce new rating system

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
Morningstar Australasia is looking to scale its ratings universe, introducing the new Morningstar Medalist Rating. From May, the Medalist Rating will replace the Analyst Rating depicted by gold, silver and bronze medals. The aim, Morningstar says, is ...

ASIC takes civil action against Firstmac

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
ASIC has commenced the first ever court case against a financial product distributor for alleged breaches of design and distribution obligations (DDO). The regulator commenced the civil penalty action in the Federal Court against Firstmac Limited following ...

UK regulator warns trading apps over gamification

JAMIE WILLIAMSON  |  TUESDAY, 22 NOV 2022
The Financial Conduct Authority wants stock trading app operators to review the design of their platforms, saying gamification is being used in ways that mislead consumers and create problem behaviours. The regulator said design features like regular ...

SMSF growth slows, allocations shift

CHLOE WALKER  |  WEDNESDAY, 9 NOV 2022
... returning funds back to cash." According to the ATO, almost one dollar in every five held in SMSFs is in a pooled investment product, being a managed fund, a life insurance policy or some type of collective trust. Equities allocations remain steady at ...

Hejaz receives RIAA fund certifications

CASSANDRA BALDINI  |  TUESDAY, 1 NOV 2022
Hejaz Financial Services received certification from the Responsible Investment Association Australasia (RIAA) on four of its funds. The funds include Hejaz Global Ethical Fund, Hejaz Equities Fund, the Hejaz Property Fund and the Hejaz Income Fund. ...