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Showing 691 - 700 of 3266 results for "Choi"

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
Crestone Wealth Management has made several hires as it expands into the South Australian market. It bolstered its South Australian presence by hiring a local team of investment professionals, based in Adelaide. Kieran Purcell will be manager of advisory ...

Raiz acquires superannuation platform

KANIKA SOOD  |  WEDNESDAY, 28 APR 2021
ASX-listed Raiz will pay $9.5 million to acquire a firm with a $70 million Choice superannuation fund. Raiz is set to buy Superestate, whose business includes superannuation, a residential property fund, and a property data platform. Under the deal ...

How managers win ESG mandates

ELIZABETH MCARTHUR  |  TUESDAY, 27 APR 2021
New research from Investment Trends has revealed how investors choose ESG product providers, and it's bad news for some of the big names in funds management. According to the research, conducted by Investment Trends and Australian Ethical, 87% of ...

Commissions likely to stay: Hume

KARREN VERGARA  |  THURSDAY, 22 APR 2021
The coalition has hinted that it will not eradicate commissions paid on life insurance products, acknowledging that financial advisers' bottom line has struggled since the introduction of the Life Insurance Framework reforms. While the government's ...

Latitude IPOs despite spotted past

ELIZABETH MCARTHUR  |  WEDNESDAY, 21 APR 2021
Latitude Financial has listed on the ASX on its third attempt with a market valuation of $2.7 billion, despite its past controversies. The company successfully listed yesterday, with one billion shares offered at $2.60 at the time of float before the ...

Former Aon Hewitt adviser banned

ELIZABETH MCARTHUR  |  TUESDAY, 20 APR 2021
ASIC has banned a former authorised representative of Aon Hewitt from providing financial services for four years. Andrew Hills has been banned following ASIC surveillance. He was an authorised representative of Aon Hewitt from February 2009 to December ...

Regulator frets over SPAC boom

ELIZABETH MCARTHUR  |  FRIDAY, 16 APR 2021
The US financial markets regulator has confirmed it has concerns around the rapid growth of Special Purpose Acquisition Companies (SPACs). US Securities and Exchange Commission acting director for the division of corporate finance John Coates said there ...

Equity Trustees adds new client

KANIKA SOOD  |  THURSDAY, 15 APR 2021
Equity Trustees will provide UCITS services to a newly launched fund in the UK. Gate Capital Group's The Written Fund invests in equities and has an active equity option writing strategy. "We're pleased to have been chosen by Gate Capital to partner ...

HNWs change views on advice

ELIZABETH MCARTHUR  |  TUESDAY, 13 APR 2021
... and preferences of HNW investors towards investing and advice," Investment Trends associate research director King Loong Choi said. "The last 12 months saw a large shift in the perceptions of advice among HNW investors, with a sharp increase in 'validators' ...

Cairns women disadvantaged by super gender gap

KARREN VERGARA  |  MONDAY, 12 APR 2021
Industry Super Australia's modelling found that women from Cairns will retire with almost $40,000 less superannuation than men. These stark figures highlight the need to lift the super rate as legislated from 9.5% to 12%, ISA said. "Women on middle ...