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| | | ... higher than the long-term average of 58.2% from 2007. It is also higher than at any time prior to the pandemic, which saw record high satisfaction amid the Early Release of Super scheme. Roy Morgan chief executive Michele Levine said the improvement ... |
| | | | ... Australia. Schubert takes on the role in addition to his current position as head of institutional sales, leveraging his track record of 20 years in the industry and seven years with Knight Frank. Prior to Knight Frank, Schubert worked at the GOT Group ... |
| | | | ... corresponding period. "This result positions us well for the full financial year to potentially match or exceed our annual sales record. "We feel confident that this is achievable with the solid increase in active financial advisers utilising our products ... |
| | | | ... risk-adjusted returns across all of our investment options," he said. "Our conviction, proven by Australian Ethical's track record, is that investing ethically doesn't mean sacrificing returns." Beyond the investment thesis behind eschewing certain ... |
| | | | Funds under management for ethical, responsible and sustainability-themed ETFs surged by more than 24% during 2023, amid a strong year for ETFs broadly. Betashares' latest Australian ETF Review calculates the local ETF industry at a total industry ... |
| | | | ... million. "Australian Ethical is delighted to report yet another high-water mark with funds under management reaching a new record of $9.67 billion," Australian Ethical managing director John McMurdo said. "This impressive result has been achieved despite ... |
| | | | Bond ETFs attracted a surge of interest from Australian investors in 2023, as rising interest rates made fixed income allocations more appealing, according to data released by the ASX and Vanguard. Australian bond ETFs received $3.81 billion in cash ... |
| | | | ... FAR has been updated to include an adviser's registration status and the FAAA is urging all advisers to check their FAR record to confirm their status. If they are showing as 'not registered', they should immediately contact their licensee, Abood said. ... |
| | | | Praemium's platform dedicated to the high-net-worth segment, Powerwrap, has lost $334 million in funds under administration (FUA) after a small number of financial advisers switched advice groups. The ASX-listed firm said the exit of advisers in the ... |
| | | | Family offices across the globe are increasing their investments in computer software and services, a PwC study reveals. The 2023 PwC Family Office Deals Study, which analyses the direct, real estate and start-up investments of 7500 family offices around ... |
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