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Showing 81 - 90 of 1055 results for "Dynamic"

ETF explainer: Understanding their structure

ANDREW MCKEAN  |  FRIDAY, 16 JUN 2023
At the Financial Standard Technical Services Forum, Betashares associate director Gavin Montgomery explored the unsung structural aspects of ETFs. It's no secret ETFs have experienced growing popularity, especially among financial advisers. The ...

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
... Inflation is a looming threat to retirement incomes, so it's no surprise financial advisers are rotating toward more dynamic strategies. According to a report penned by Challenger and Ensombl, inflation is fast becoming the number one threat to retirement ...

Advisers outsourcing to amplify investment capabilities: Mason Stevens

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
... providers, enhanced performance standards, and lower error rates. "When considered in the context of a field as complex and dynamic as investment management, it is clear the potential benefits of outsourcing are equally applicable," Mason Stevens said. ...

ASX lays out five-year plan to restore trust

KARREN VERGARA  |  TUESDAY, 6 JUN 2023
... support our new five-year strategy, which is designed to ensure ASX can deliver on its purpose of enabling a fair and dynamic marketplace for all." One near-term priority is to rebuild confidence with customers, regulators, and policymakers. Lofthouse ...

Macquarie AM wins manager of the year: ILAs

STAFF WRITER  |  FRIDAY, 2 JUN 2023
... Year award. It also won the Fixed Income Aggregate Bonds and Australian Equities Active Core categories for its Macquarie Dynamic Bond Fund and the Macquarie Australian Shares Fund respectively. Vanguard Investments Australia and Insignia Financial were ...

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
Echoing similar findings by UBS, KPMG has found that of the estimated 70% of Australian businesses that are family-run, only 30% have an established succession plan. This comes into focus with a $3.5 trillion intergenerational wealth transfer expected ...

Count completes Affinia acquisition

CASSANDRA BALDINI  |  MONDAY, 29 MAY 2023
... Australia," he said. "This strategic acquisition follows our recent brand transformation from CountPlus to Count and signals a dynamic new phase for the company, giving clients greater certainty about our offering and providing them with the confidence ...

Lazard implements new leadership

CHLOE WALKER  |  MONDAY, 29 MAY 2023
Lazard has promoted current chief executive of financial advisory Peter R. Orszag to the role of chief executive, while former chief executive and chair Kenneth M. Jacobs will step into the role of executive chair of the board. Orszag has served as ...

Cbus eyes big deals in new investment blueprint

ANDREW MCKEAN  |  TUESDAY, 16 MAY 2023
... the quantitative investments team led to enhancements in the quantitative signal research platform and systemised the dynamic asset allocation process. Moreover, internal portfolio management teams offer valuable insights to the research for selecting ...

Super fund members eye change

ANDREW MCKEAN  |  FRIDAY, 12 MAY 2023
... 12% in 2022). Investment Trends head of research Irene Guiamatsia said: "Amidst the superannuation sector experiencing dynamic transformational changes with Successor Fund Transfers, YFYS and even more reform proposals on the horizon, it is unremarkable ...