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Showing 61 - 70 of 435 results for "Hybrid"

Changing retirement landscape needs regulatory framework: Actuaries Institute

CASSANDRA BALDINI | MONDAY, 4 DEC 2023

... be considered, including expanding the use of digital tools and technologies. "While HGA offerings will always require a hybrid approach, we see the role of tools and technologies continuing to evolve, often involving triaging or providing initial guidance ...

Income fund shuttered by Equity Trustees

JAMIE WILLIAMSON | MONDAY, 27 NOV 2023

... provide returns greater than the 1-Year Bank Bill Swap Rate plus 4% while investing in ASX-listed securities including hybrid securities, bonds, fixed interest securities, bank shares, property trusts, high-yielding industrial shares, and buy and write ...

Paraplanners unfazed by QAR, AI: Survey

KARREN VERGARA | WEDNESDAY, 22 NOV 2023

... $76,000-$85,000. The majority of paraplanners continue to be women (71%); some 41% work from home full-time while the rest work on a hybrid basis. Only 6.2% of paraplanners are located offshore. Just 21% intend to become a financial adviser as the majority ...

Robo-adviser reaches US$50bn milestone

KARREN VERGARA | MONDAY, 20 NOV 2023

... at the end of August. Also a major player in the automated investing space, Vanguard's Personal Advisor Services, a hybrid human and digital offering, has about $271 billion in assets while Digital Advisor, its pureplay automated adviser, manages ...

Local fund managers lag global peers: FSC

CHLOE WALKER | FRIDAY, 27 OCT 2023

... The FSC also recommended the government consider reviewing the existing tax rules that apply to foreign partnerships or hybrid entities with the goals of aligning with tax regimes in competing jurisdictions, as well as introducing a product modernisation ...

The ugly truth: Unattractive fund managers are investment darlings

ANDREW MCKEAN | TUESDAY, 17 OCT 2023

... difference is more prominent in large firms." Notably, the study zeroed in on actively managed open-end equity funds and hybrid equity funds, excluding index funds and principal guaranteed funds from its analysis.

APRA consults on hybrid bond resilience

CASSANDRA BALDINI | THURSDAY, 21 SEP 2023

The regulator is seeking feedback on improving the effectiveness of hybrid capital bonds amid concerns design features would not be resilient enough to withstand a banking crisis. APRA released its discussion paper on Thursday, citing the challenges ...

Life Sherpa rolls out investment solution

JAMIE WILLIAMSON | THURSDAY, 7 SEP 2023

Hybrid advice provider Life Sherpa is partnering with OpenInvest to offer a low-cost managed investment portfolio solution for clients with low balances. With a minimum investment of $5000, the offering comprises four diversified portfolios with a range ...

HESTA moves 10% of portfolio in-house

CASSANDRA BALDINI | THURSDAY, 3 AUG 2023

... our Sustainable Growth options." Despite the recent growth, Sawtell-Rickson confirmed the fund will continue to operate a hybrid strategy. "We've been fortunate to attract some of the best and brightest minds to our investment team, but we don't ...

GBST snaps up Advice Intelligence

ANDREW MCKEAN | TUESDAY, 25 JUL 2023

... acquisition positions GBST perfectly to capture a significant share of the growing advice practice management, digital and hybrid advice markets through the delivery of its market leading cloud-based portfolio of solutions." "With the combined offerings ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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