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Showing 721 - 730 of 3264 results for "Rather"

Evergreen launches RI index

ANNABELLE DICKSON  |  WEDNESDAY, 18 AUG 2021
... established a responsible investment index based on a grading system that focuses on an investment manager's intent and actions rather than solely on portfolio metrics. The Evergreen Responsible Investment Grading Index (ERIG Index) is set to be a useful ...

Fiducian's FUA inches to $4bn

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... platform for private investment funds. "We do not have any affiliation with any employer or employer organisations or unions. Rather, we deal with individual members and their financial advisers by offering a superannuation platform that enables the ...

Engaged members expect more from super

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... later" is a mantra for the young generation, the report found, meaning that over half want to retire older with more money, rather than retire younger with less money. Many want to ditch the nine-to-five and forge their own path. Those aged between 30-40 ...

CSLR unfairly locks out some victims: Maurice Blackburn

ELIZABETH MCARTHUR  |  MONDAY, 16 AUG 2021
... "Hence, if the CSLR is limited only to consumers with AFCA determinations, a consumer who elected to pursue court proceedings rather than go through AFCA, as is their right, would be irredeemably prejudiced from accessing the CSLR," Mennen said. "This ...

How wealthy families protect assets no matter what

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 AUG 2021
... and actresses and so on, have gone off the path and caused problems for their family," he said. Leaving assets in trusts, rather than to children, goes a significant way in protecting against this risk. Through properly governed trust structures, even ...

New retail investors go digital

ANNABELLE DICKSON  |  TUESDAY, 10 AUG 2021
... research shows diversification and long-term investing are investors' top cited reasons for holding cryptocurrencies - rather than speculative purposes." Guiamatsia noted newer online trading platforms like SelfWealth, Stake, eToro and Superhero are ...

Six Park lowers minimum investment to $2k

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... Six Park chief executive Pat Garrett said he wants to see those with smaller savings to invest in a diversified manner - rather than turning to speculative day trading. "This is also clear to our growing number of partners, who come from a diverse range ...

Dismal pass rate for latest CFA exam

ELIZABETH MCARTHUR  |  MONDAY, 2 AUG 2021
... level one has averaged out at about 42%. Through the COVID-19 pandemic, the CFA Institute has moved to computer-based exams rather than paper exams and remote proctoring in some jurisdictions. In some cities, the institute has offered candidates the ...

Super, ASIC beneficiaries of advice challenges: Hearing

JAMIE WILLIAMSON  |  FRIDAY, 30 JUL 2021
... $3000." Jacobsen said the industry has changed and it's no longer about how much money you've got to invest, but rather whether you can afford to pay an adviser's fee. "That sounds pretty perverted to me," Wilson said.

AMP shakes up advice service model

KARREN VERGARA, JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... advisers long into the future," he said. Further, AMP will be more of a facilitator or aggregator of technology going forward, rather than building out technology in-house, AMP said. The restructure was developed in conjunction with adviser associations. ...