Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 901 - 910 of 9404 results for "Level"

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... pandemic, he said. The benefits of managed accounts also extend beyond execution and transparency; they also offer a superior level of control over tax outcomes. This is particularly significant when managing both direct and indirect assets. Moreover ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
Generation X and Millennials are leading the charge in establishing self-managed super funds (SMSFs), according to new analysis from Class. The 2023 Annual Benchmark Report reveals that Generation X aged 42 to 56 (52.7%) and Millennials aged 27 to 41 ...

Wheelhouse repositions global equity fund

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... targeting alternative risk premia, we believe that the fund can enhance the returns from a traditional portfolio for a given level of risk," MacLeod said. This story was updated to reflect the correct benchmark change.

TAL launches new look Accelerated Protection range

JAMIE WILLIAMSON  |  MONDAY, 11 SEP 2023
TAL has given its Accelerated Protection series a makeover, redesigning its products and increasing upfront affordability. Following a review by TAL, the Accelerated Protection series have had a range of updates that were effective September 8. The ...

Spark adopts two fintechs

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
Spark Financial has partnered with two fintechs in a bid to help its financial advisers drive client growth. Oko Adviser, a sustainability investing platform that uses advance analytics to source aligned solutions and avoid greenwashing among ETFs ...

Financial advice firms profits jumps: Research

CASSANDRA BALDINI  |  WEDNESDAY, 6 SEP 2023
New data suggests that 38% of financial advisers are reporting higher practice profitability. According to Investment Trends' 2023 Adviser Business Model Report, the number of advisers has decreased, but on average those who are left, are servicing ...

Spire Capital, Oaktree launch wholesale fund

CHLOE WALKER  |  FRIDAY, 1 SEP 2023
... for which is much improved. Bargains generally result from investor disillusionment, and the potential for this - like the level of interest rates - is more in the investor's favor than was the case in recent history." Spire director and head of investments ...

MSCI amplifies AI capabilities

CHLOE WALKER  |  FRIDAY, 1 SEP 2023
... its proprietary data and analytics with Google Cloud's gen AI solutions to provide an overview of portfolio and enterprise level risk designed to significantly reduce the time clients need to analyse and arrive at actionable insights. "This solution ...

Latest CPI data provides case for rate pause

CHLOE WALKER  |  THURSDAY, 31 AUG 2023
Inflation in Australia has slowed to its lowest level in a year and a half, encouraging thoughts that the Reserve Bank of Australia (RBA) tightening cycle has peaked. The Australian Bureau of Statistics (ABS) revealed the consumer price index (CPI) ...

The evolution of governance structures

CASSANDRA BALDINI  |  WEDNESDAY, 30 AUG 2023
... considering the establishment of optimal governance and decision-making frameworks, ART begins with the fundamental aspect of core-level audio competitive advantages. "What is it that informs your investment philosophy as a fund, that cascades down to ...