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Showing 701 - 710 of 6175 results for "Statement"

GQG Partners rolls out dividend income fund

CHLOE WALKER  |  THURSDAY, 29 SEP 2022
The GQG Partners Global Quality Dividend Income Fund invests in a range of global companies that the boutique believes can sustain long-term earnings. The new fund has a specific focus on long term capital appreciation and dividend income. The minimum ...

IPS partners to launch equity market solution

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... months when the investor would receive a full capital return as well as the dividends paid over the period," confirmed a statement. Horizon founder David Offer commented that the ASX 200 accumulation index has returned less than 9% pa over the last 10 ...

New ethical investing app has launched

CASSANDRA BALDINI  |  MONDAY, 26 SEP 2022
... invested power. It is about making long term change for the betterment of the world, and your bank account." An issued statement concluded that Kwala Fund empowers users to invest in companies with high environmental, social, health or technological ...

Burgeoning challenges of the advice industry: Padua

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
... us to produce advice documents," she remarked. According to Financial Services Council (FSC) survey data, the average Statement of Advice (SOA) takes around 20 hours to produce. But, broken down further, the average Record of Advice (ROA) takes approximately ...

The untold story of adviser education

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
On day two of the Association of Financial Advisers' Thrive Conference, Kaplan Professional chief executive Brian Knight said there's plenty of statements being thrown around about education, often without a lot of data behind them. However ...

AMP cops $14.5m penalty over fees for no service

JAMIE WILLIAMSON  |  TUESDAY, 20 SEP 2022
Five AMP companies will pay $14.5 million for charging close to 1500 superannuation members fees for no service over the course of about three years. The Federal Court handed the fine to AMP Superannuation, AMP Financial Planning, Charter Financial ...

Regal Partners secures $420m mandate

CASSANDRA BALDINI  |  MONDAY, 19 SEP 2022
... and follows an extensive investment and operational due diligence process, with an investment date of September 16. A statement explained that the Regal Australian Long Short Equity Strategy is an active extension that aims to outperform the S&P/ASX ...

ETF Securities becomes Global X ETFs

CASSANDRA BALDINI  |  MONDAY, 19 SEP 2022
... the combined company will use the Global X ETFs name and logo and ETF Securities' listed products will be renamed. A statement said this will have no material impact on the funds' structure. Since the acquisition, the ETF Securities team has worked closely ...

Continuity an increasing focus for family offices: Survey

CHLOE WALKER  |  THURSDAY, 15 SEP 2022
... of those comprise both independent advisers and family members. Most family offices have an active investment policy statement, the study found, but this varies significantly whether the family is first generation (44%) or second and beyond (63%). Finally ...

Ex-Synchron boss appointed head of Libertas

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
... and support each business with the person in mind." Going forward Euvrard will reduce his time in the business. The statement added Osborne is well regarded for his commonsense approach to compliance, which he applied when working with Synchron and as ...