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Showing 831 - 840 of 3944 results for "Trend"

S&P launches new ESG tilted NZ index

ELIZABETH MCARTHUR  |  TUESDAY, 20 JUL 2021
S&P Dow Jones Indices has introduced a new NZX 50 portfolio ESG tilted index. The rules-based index uses relevant ESG principles to select and weight constituents from the S&P/NZX 50 Portfolio Index, which is designed to measure the performance of the ...

Crypto fund hires from Blue Sky

ELIZABETH MCARTHUR  |  FRIDAY, 16 JUL 2021
... the horizon. "Over the past nine months we've seen the spike in retail interest in digital assets supported by a rising trend of North American companies implementing digital asset treasury strategies," he said. "Bitcoin held in corporate treasuries ...

Raiz rolls out SMSF functionality

ELIZABETH MCARTHUR  |  THURSDAY, 15 JUL 2021
Self-managed superannuation fund trustees are the latest target market for financial services platform Raiz. Raiz Invest is now open to SMSFs. It charges a fee of 0.275% per annum for balances over $15,000 ($20,000 for the Custom Portfolio offer) which ...

Morningstar launches fee comparison tool

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
... for advisers to calculate client-specific fees. Users of Morningstar Direct will have access to historical fees data for trend analysis and peer comparison, along with new views for easily analysing the composition of headline fees and costs. TCR measures ...

BT Panorama completes migration

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
BT Panorama has completed the migration of its BT Wrap clients, bringing its total funds under administration to over $100 billion. The final tranche of nearly 50,000 accounts worth over $15 billion in funds under administration have migrated to BT ...

Netwealth FUA, inflows rise

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
Netwealth ended the June quarter with a 12% increase in funds under administration (FUA) and a 102% increase in inflows. The platform recorded $47.1 billion in FUA, up from $41.8 billion in March and a 49.6% increase to the previous corresponding period. ...

FYG expands network

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
Tasmania-based FYG Planners has added a Victorian financial advice firm to its stable. Based in Chadstone, Prosperity Planners now operates under licensee FYG. Christopher Bailey, co-founder and financial planner, set up Prosperity in May and prior ...

Adviser platform satisfaction slips

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... advisers rated their overall satisfaction with their main platform as 'very good', down 2% on 2020 and maintaining the downward trend from a 40% high in 2014. Netwealth took out the top-rated platform by overall satisfaction at 80% followed by HUB24 ...

FASEA maintains low pass rate

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
... Financial Adviser Standards and Ethics Authority (FASEA) exam held in May recorded another low pass rate, continuing the trend of previous exams. Of the 1894 advisers that sat the exam, 69% passed. This is in line with the March results which also recorded ...

UHNWs drive record luxury real estate demand

ELIZABETH MCARTHUR  |  THURSDAY, 1 JUL 2021
... prime apartments being built over the coming years," Knight Frank head of residential Shayne Harris said. "Given the upward trend in sales volume over the past quarter, the number of days an established Australian prime property is listed on market has ...