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Showing 791 - 800 of 11001 results for "Account"

Foresight Analytics names research lead

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
Foresight Analytics has appointed a new head of research as it looks to expand its coverage. Rob da Silva joined Foresight Analytics & Ratings, the research subsidiary of the Sydney-based group, last month. He spent more than eight years at SQM Research ...

Partners Group staffer quits to join NYC firm

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... Kateiva, who looks after institutional clients. He landed at Partners Group from PIMCO, where he spent 10 years as an account manager. Before that, he did a stint in institutional sales at the DWS Group. Clitheroe said he valued his time at Partners ...

FAAA 'frustrated' as Dixon inquiry delayed

ELIZA BAVIN  |  THURSDAY, 6 FEB 2025
The Senate Economics Committee Inquiry into Wealth Management Companies (CSLR and Dixon Advisory) has been deferred from March 27 to July 28 - pushing back the inquiry by four months. Parliament returned this week, and the Senate approved the deferral ...

Fixed income drives managed fund surge

ROSE MARY PETRASS  |  THURSDAY, 6 FEB 2025
... wary of the extreme concentration of the stock market, Calastone said. Apple, Microsoft, Alphabet, Amazon, and Nvidia account for $22.3 trillion in market value, over a quarter of US market capitalisation and equivalent to the total stock markets of ...

Trump's tariff implications for Australian investors

ANDREW MCKEAN  |  WEDNESDAY, 5 FEB 2025
... Shane Oliver told Financial Standard that the direct impact of Trump's tariffs should be limited, as exports to the US account for just 4% of Australia's total exports. However, certain industries could be affected if Trump introduces blanket ...

FSCP orders adviser to undertake further education

KARREN VERGARA  |  WEDNESDAY, 5 FEB 2025
... concessional contribution cap by about $15,000. "The breach occurred because the relevant provider failed to take into account the client's defined benefit scheme even though income the client received from the scheme was referred to on several occasions ...

Future Fund reaches value of $237.9bn

ELIZA BAVIN  |  WEDNESDAY, 5 FEB 2025
The Future Fund has delivered an investment return of 12.2% - boosting its value to by $26 billion to $237.9 billion as of 31 December 2024. Total funds managed by Future Fund, including across its other investment funds, rose to $304.5 billion. In ...

Australian Wealth Advisors Group invests big in Sequoia

KARREN VERGARA  |  TUESDAY, 4 FEB 2025
The Australian Wealth Advisors Group (AWAG) has become a major shareholder in Sequoia Financial Group. AWAG, which is also ASX-listed, has an 18.02% stake in Sequoia across more than 22.37 million securities. According to the 2024 annual report, Unrandom ...

SMA registrations double in three years: Data

JAMIE WILLIAMSON  |  FRIDAY, 31 JAN 2025
... APIR Systems' analysis of financial product registrations, with the December 2024 quarter data showing 25 new managed account products entered the market. APIR chief executive Chris Donohoe said this is 66% higher than the rolling five-year average for ...

Super fund promotional expenses balloon: APRA

KARREN VERGARA  |  FRIDAY, 31 JAN 2025
Superannuation funds' promotional expenses continue to balloon as new APRA data shows that AustralianSuper has the biggest marketing budget while Hostplus continues to splurge on sponsorship deals. Hostplus splashed a staggering $13.7 million on ...