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Showing 891 - 900 of 5742 results for "Small"

Mixed outlook for paraplanning: Study

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... KPMG. The survey also illustrated that the average time to write this SoA is between four and six hours, which represents a small portion of the 23.9 hours in the advice process identified by KPMG. To improve the cost and accessibility of advice, the ...

Treasury working on QAR, super tax concessions

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
... the assets," he explained. Therefore, the proportion and number of balances with $5 million plus is likely to be only a small fraction. "As result, any move by policymakers to limit superannuation tax concessions to super fund balances less than $5 million ...

We're doing a huge amount: Aware Super

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
Aware Super chief executive Deanne Stewart says the fund is making a significant investment in its financial advice capabilities, regardless of what comes out of the Quality of Advice Review. Speaking to Financial Standard, Stewart pointed out that ...

Australian equities to outperform in 2023: VanEck

CASSANDRA BALDINI  |  FRIDAY, 13 JAN 2023
... fell 33.7% over the year. Large caps "significantly outperformed" and were up 1.89% for the year, midcaps fell 6.3% and small caps were down 18.3%. VanEck further revealed Australia's big four banks were some of the best-performing stocks after reporting ...

ETF industry poised for growth: BetaShares

ANDREW MCKEAN  |  THURSDAY, 12 JAN 2023
... that market conditions would hinder the growth of the ETF industry, the extent of market declines that ultimately led to a small drop in the industry's value was unexpected. Meanwhile, the value of ETFs traded on the ASX reached an all-time high ...

Fin365 undertakes strategic mergers

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
Software provider Fin365 is enhancing its capabilities by merging with two other financial services companies, appointing a head of technology services in the process. Fin365 will merge with Optimised Financial Planning Solutions (OFPS) and SMSF Paraplanners ...

ASIC confirms advisers can offer home equity access guidance

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
... mortgage brokers and other finance industry participants, than financial planners," Miller said. But the lack of commission and small borrowing amounts make it unlikely that brokers will provide advice on the HEAS. Additionally, the HEAS is often used ...

Perpetual promotes Anthony Aboud

ELIZABETH FRY  |  WEDNESDAY, 21 DEC 2022
... as a portfolio manager for six years. Before that, he was the lead analyst at UBS Investment analysing gaming stocks and small caps. Perpetual Asset Management chief executive Amanda Gillespie said Aboud is a highly regarded investor with extensive experience ...

What you read in 2022

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
... sit at about 0.57% of net assets. This is compared to 0.33% for funds with more than $50 billion. The analysis suggests 24 small funds, being those with less than $10 billion, are declining and face immediate sustainability issues. Of those that failed ...

Apex Group wins fund services mandate

CASSANDRA BALDINI  |  THURSDAY, 15 DEC 2022
... Apex Group has announced its appointment by Kayne Anderson Rudnick Investment Management LLC (KAR) to service its global small cap fund. The financial services provider will act as fund administration and handle transfer agency services for the Kayne ...