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Showing 751 - 760 of 6494 results for "QUAL"

US election outcome tops investor concerns: Natixis

MATTHEW WAI  |  WEDNESDAY, 31 JUL 2024
A new Natixis Investment Managers survey finds that the US election is the most significant risk to the market and could ultimately vary Australian superannuation funds' investment strategy. The 2024 Strategist Outlook, commissioned by Natixis ...

The four Ds to watch in the decades to come: La Trobe

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JUL 2024
There are four key themes that will drive investment outcomes over the next generation, says La Trobe Financial's Michael Watson. Speaking at the Advisers Big Day Out (ABDO) regional roadshow in Terrigal this morning, Watson outlined the four themes ...

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA  |  TUESDAY, 30 JUL 2024
Financial advisers may have lost nearly 18% of their client books because of fee increases in the last financial year but are reporting higher profit margins, a new Investment Trends analysis shows. Advisers went from servicing 120 clients on average ...

TAL appoints chief executive, individual life

MATTHEW WAI  |  TUESDAY, 30 JUL 2024
Gavin Teichner has been promoted to chief executive, individual life, effective October 1. Teichner will succeed Fiona Macgregor, who will become the group's chief executive and managing director. Teichner is currently executive general manager ...

Advisers encouraged to engage with clients' kids

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
New research from AMP has revealed Australians' attitudes to intergenerational wealth. The research found half of those under 40 believe they will need to support their parents financially as they age, with children and their parents reluctant to ...

Trend among young Aussies highlights need for affordable advice

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
The Association of Superannuation Funds of Australia (ASFA) has released new research highlighting that young Australians are increasingly relying on social media for financial advice. ASFA said a major concern with this trend is the growing risk of ...

Maple-Brown Abbott sells to Antipodes

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2024
Antipodes Partners is in acquisition mode, having acquired 100% of Maple-Brown Abbott just months after it bought up another boutique. Under the deal, Maple-Brown Abbott's global listed infrastructure, Australian value equities, and Australian small ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA  |  THURSDAY, 25 JUL 2024
Financial advisers are poised to generate $2.1 billion in new revenue over the next five years and add nearly 500,000 clients to their books if they are proactive in managing seven key factors, Deloitte Access Economics says. Despite the enormous regulatory ...

JANA wins investment consulting mandate

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
JANA Investment Advisers has been awarded a mandate to provide investment consulting services for separately managed accounts (SMA) aggregator Wealthtrac. The mandate, effective from August 15, will initially cover 10 of Wealthtrac's existing SMAs ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
Financial advisers continue to ditch major institutions as more than 500 left in the year to June, Rainmaker analysis shows. Major institutions lost 8.8% of their advisers, with 513 exiting over the 12 months to end up with 5361 at the end of the period. ...