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Showing 41 - 50 of 671 results for %22New Investment Trends%22

abrdn sells local trustee business

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
... business will be known as abrdn Australia. abrdn will remain investment manager of its eight international funds, but through a new entity known as abrdn Oceania. "There will be no change in investment strategy, process or team for the abrdn or SGH Funds ...

SMSFs brace for more reforms: Expert

KARREN VERGARA  |  TUESDAY, 20 JUN 2023
... Mitchell Markwick pointed to recent changes proposed by the government that trustees must be mindful of. The introduction of a new cap which could see earnings on super balances above $3 million taxed at an additional 15% to a total concessional rate ...

SMSF advisers navigate new regulation: Survey

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
New policy proposals, including indexation of the transfer balance cap and the $3 million cap present a variety of engagement opportunities for SMSF advisers, according to Investment Trends' latest report. The 18th annual edition of the 2023 SMSF Adviser ...

Advice practice valuations rise: Radar Results

KARREN VERGARA  |  FRIDAY, 9 JUN 2023
... back to ASIC or sold to another party. Meanwhile, professional indemnity insurance can either be continued or commence on a new policy. Birt typically enlists lawyers to help with this process. Transfer of assets take about three to four weeks. A basic ...

Geoff Lloyd to chair Stake

ANDREW MCKEAN  |  MONDAY, 5 JUN 2023
... then, Lloyd has spent time collaborating with and investing in fintech start-ups both locally and internationally. In his new role at Stake, Lloyd will provide senior counsel to the executive team, assisting the brokerage platform in sustaining "exceptional ...

Former industry execs launch analytics firm

JAMIE WILLIAMSON  |  THURSDAY, 25 MAY 2023
A new superannuation and investment analytics firm has officially launched, with a few familiar faces at its helm. In the works for some time, Jefferson & Shea Analytics brings together David Braga, Raewyn Williams and Peter Murphy, and offers a fee ...

Investors flock to conservative ETFs: Podcast

CASSANDRA BALDINI  |  THURSDAY, 25 MAY 2023
... demographics to shift also. "There has been a shift from younger investors to older investors, he said. "Our biggest growth rates of new clients have come from some of the older age groups." Brycki said his guess would be some of these older age groups ...

Top ETF megatrends: Global X

ROSE MARY PETRASS  |  FRIDAY, 19 MAY 2023
... innovation were classified as "innovators" - adoption is currently slow as only a small group of innovators take a chance on a new tech before it is proven or widely accepted. Early adopters: Solar, lithium and battery tech, green metals, carbon credits ...

Class action commenced against IG Markets

JAMIE WILLIAMSON  |  THURSDAY, 11 MAY 2023
... investors' objectives and financial situations, while also inadequately disclosing the risks of CFDs until ASIC introduced new guidelines in March 2021. The claim further alleges that the company marketed and facilitated the trading of complex CFDs to ...

Super fund selection driven by fees: SCA

ANDREW MCKEAN  |  THURSDAY, 13 APR 2023
Australians prioritise fees and charges when choosing a new superannuation fund, according to Super Consumers Australia (SCA) research. SCA's pilot nationwide survey on Australian superannuation trends revealed that 67% of consumers consider fees ...