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Showing 691 - 700 of 4830 results for "FIX"

Platforms ramp up innovation, back-end efficiencies

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
Platform providers' ability to innovate and improve administrative efficiencies are enabling financial advisers to digitally self-serve and improve client outcomes, according to SuitabilityHub. The 2024 platform market wrap found that the move to digital ...

Crypto fintech needed AFSL, court says

JAMIE WILLIAMSON  |  MONDAY, 12 FEB 2024
ASIC has had its first court win in relation to cryptocurrency, with fintech Block Earner found to have offered a financial product to retail investors without a licence. However, it was a mixed outcome for the regulator, with another allegation quashed. ...

Advice reforms can solve retirement income challenges

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
Opening up superannuation funds to more comprehensive financial advice could help solve some of the retirement income challenges Australians face, according to the Actuaries Institute. In its submission to the Retirement Phase of Superannuation consultation ...

Insignia Financial names chief executive

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
Scott Hartley will succeed Renato Mota as chief executive of Insignia Financial, effective March 1. The appointment follows weeks of speculation, during which time Hartley was tipped most likely to nab the role. It will be a return of sorts for Hartley ...

Vale Jason Milosevski

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
Tributes are flowing for much loved business development executive Jason Milosevski, who sadly passed away over the weekend, aged 43. Milosevski was a fixture of the financial advice landscape for more than 20 years, building a vast network through ...

Actively managed, ESG funds top 2023 outflows

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
Actively managed funds and ESG strategies suffered the biggest outflows in 2023 at a combined $57.7 billion. According to Calastone's Global fund flows report, actively managed strategies lost $42 billion (US$27.2bn), eclipsed by passive equity ...

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
Sequoia Financial Group has acquired the business assets of Clique Paraplanning in cash on an earn out revenue multiple of about one. According to an ASX announcement, the deal comprised of $150,000 in cash and $60,000 in shares. The earn out and final ...

Norway's oil fund returns 16% in 2023

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2024
Norway's sovereign wealth fund has reversed its fortunes, clocking a 16.1% return for 2023 following the -14% it recorded the previous year. Norges Bank Investment Management reported the Government Pension Fund Global raked in a return of $322 billion ...

Perennial Partners names institutional sales director

ELIZABETH FRY  |  TUESDAY, 30 JAN 2024
Perennial Partners has appointed Abdul Elhage as an institutional sales director, hiring from BNP Paribas Asset Management where he had a similar role. Elhage has worked in the financial services industry for more than 20 years. Before joining Perennial ...

Betashares leads Australian ETF net flows

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
Betashares claimed top spot in net flows among Australian ETF issuers in 2023, amassing net inflows of $5.6 billion, outstripping industry giants iShares and Vanguard. Separately, Betashares announced that two of its flagship equity funds, the Betashares ...