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Showing 831 - 840 of 4107 results for "Overall"

Role of adviser to change: Fidelity

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
... consideration for financial planners as it indicates their role is evolving, as they have to also take into account their clients' overall emotional wellbeing, and how that ties into their finances," Dinham said. Dinham added that financial advisers ...

AFCA must improve transparency: Hume

KARREN VERGARA  |  THURSDAY, 25 NOV 2021
... systemic issues with its independence and operations, chief ombudsman and chief executive David Locke said that results overall show a positive report card. He acknowledged that there are areas where AFCA can improve as it moves out of establishment ...

Economic recap: Week to November 19

BENJAMIN ONG  |  MONDAY, 22 NOV 2021
... ditched its target to keep the April 2024 Australian government bond yield at 10 basis points at its November meet. But overall, major central banks are keeping up with the narrative that the recent surge in inflation is transitory. I tend to agree. ...

Sequoia buys general insurance book

JAMIE WILLIAMSON  |  THURSDAY, 18 NOV 2021
... broking business with strong leadership, established client base and high-quality staff is an important component within our overall general insurance broking growth strategy," Sequoia chief executive Garry Crole said.

LICs, LITs move away from Aussie equities

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
... of October 2021. Australian equities in LICs and LITs grown in value over the past four years to $34 billion, but the overall proportion of the sector dropped from 77% to 61%. "Over the same period the proportion of LICs and LITs holding global equities ...

Portfolio holdings disclosure a failure: Morningstar

ELIZABETH MCARTHUR  |  MONDAY, 15 NOV 2021
... practice for portfolio holdings disclosures," Morningstar Australasia head of manager selection Grant Kennaway said. "Overall, the regulations offer little value to Australian investors and do not exceed the lowest bar Morningstar sees in any disclosure ...

Sunsuper moves $20bn mandate

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
... stewardship team. We believe that SSGA will offer world leading capability, flexibility and alignment that should enhance overall investment outcomes for our members in the future."

Pendal brings Global Select Fund to Australia

JAMIE WILLIAMSON  |  MONDAY, 8 NOV 2021
... most global portfolios gives clients the opportunity to 'zig' when other strategies 'zag', to provide more consistent overall performance." The minimum investment is $25,000 and suggested timeframe is a minimum of five years. The fund does not invest ...

Plan For Life names insurance award winners

ANNABELLE DICKSON  |  FRIDAY, 5 NOV 2021
... research and analytics firm announced the winners of its 2021 Excellence Awards for insurers. NobleOak Life took out the Overall Direct Life Insurance Excellence Award for 2021, going up against TAL Life, HCF Life and MLC Life. NobleOak Life also won ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... advisers. During the September quarter, 595 advisers applied to be registered with a licensee while 778 ceased registrations. Overall, AMP Financial Planning (653) has the highest number of advisers, followed by the SMSF Advisers Network (647), Morgans ...