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Showing 621 - 630 of 4683 results for "Active"

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... Group and managed accounts platform WealthPortal to Infocus for $2 million. Clime retains Clime Private Wealth and Pro-Active Portfolios, which was Madison's former separately managed accounts (SMA) offer with $190 million of FUM. SMA had $316 million ...

Build Your Wealth adviser cops ban

KARREN VERGARA  |  FRIDAY, 26 JUL 2024
... Trust and associated entities. Build Your Wealth's AFSL operated from September 2020 to December 2023. Luff also ran Active & Ethical Financial Solutions trading as Vivid Advisory under Build Your Wealth's AFSL. ASIC said Luff's advice to ...

Positives remain at Perpetual, says Morningstar

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2024
... Perpetual's performance was to its rivals. "Perpetual's worsening net outflows over fiscal 2024 contrast with other active managers and wealth platforms, which reported improved flows toward the end of the fiscal year as prospects of rate cuts ...

MLC investment chief shares portfolio plans

ANDREW MCKEAN  |  THURSDAY, 25 JUL 2024
... protection strategies just as those valuation pressures lean on us a bit more," Farmer said. He also emphasised a preference for active sub-sector allocation within equities, highlighting mid-cap and small-cap sectors in the firm's Australian equity ...

Generation Development Group corrals complete ownership of Lonsec

ANDREW MCKEAN  |  TUESDAY, 23 JUL 2024
... with a healthy pipeline of business set to fall in the first quarter of FY25. We've seen more significant increases in active advisers each moth that in previous financial years. This is the first time we've been able to achieve this and gives us confidence ...

NZSF returns 17%, smashes benchmarks

KARREN VERGARA  |  TUESDAY, 23 JUL 2024
... Matt Whineray who left late last year. NZSF returned 16.85% in the year to May. "The fund is well ahead of its benchmarks: active investment has added $16.9 billion in value and, importantly, the fund has generated NZ$48.5 billion more than the return ...

Cbus hires from VFMC for key ESG role

ROSE MARY PETRASS  |  TUESDAY, 23 JUL 2024
... managers and assets, McKay added. More broadly, the fund's responsible investing approach also places strong emphasis on active stewardship, evidence-based research, and transparency.

Reconsider the home as a retirement income pillar: Actuaries Institute

ANDREW MCKEAN  |  MONDAY, 22 JUL 2024
Encouraging more Australians to access equity in their homes, combined with changes to stamp duty and the Age Pension, could give asset-rich, income-poor retirees a valuable income boost and help free up more housing for young families, according to ...

DNR Capital introduces new global equity fund manager

ANDREW MCKEAN  |  THURSDAY, 18 JUL 2024
DNR Capital has broadened its focus beyond Australian equities; it's officially launched a global small and mid-cap equity fund manager, Tura Capital. After a soft launch late last year, DNR Capital has launched the Tura Capital Global Small and Mid-Cap ...

Brighter Super posts 9.07% returns for its default option

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
... rates and slower economic growth. "Our focus is on building a well-diversified portfolio for our members, selectively using active management to help navigate uncertain times to generate the returns our members need for their retirement in the years ...