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Showing 1 - 10 of 60 results for "APT"

Global small caps outperform Aussie counterparts: SSGA

ANDREW MCKEAN  |  THURSDAY, 28 SEP 2023
State Street says global small cap companies have consistently bested their Australian counterparts, offering higher annual returns and lower volatility. The US$3.6 trillion asset manager noted that the MSCI World Small Caps Index has yielded an 8.39% ...

AFCA outlines systemic issues in wealth management

ANDREW MCKEAN  |  TUESDAY, 23 MAY 2023
The Australian Financial Complaints Authority (AFCA) has shed light on what it considers systemic shortcomings in the superannuation, investment, and financial advice industries. The AFCA Systemic Issues Insights report identified multiple instances ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
Superannuation funds must prioritise members financial interests, guiding emotionally driven investors towards apt solutions for investment success. Brighter Super head of advice Steven O'Donoghue says that members can be driven by emotions in their ...

Super's defense against economic volatility

ANDREW MCKEAN  |  FRIDAY, 29 APR 2022
At the ASFA Conference, former deputy prime minister and Cbus chair Wayne Swan called superannuation a great triumph of social-democratic policy as it's become a major source of social stability. The world has become a more dangerous place, its ...

Goldman Sachs appoints alternatives head

ELIZABETH MCARTHUR  |  TUESDAY, 22 FEB 2022
... director of institutional business development at K2 Advisors. He also previously established the Australasian operations for APT Inc. "Craig brings extensive relationships and alternatives experience that will help further expand our private markets ...

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... making a positive impact for many years," Creasy said. Other award winners were: FPA Professional Practice of the Year Award: Apt Wealth (NSW) FPA Financial Planner of the Year Award: Leanne Bielik FPA Advice Innovation Award: Daniel Thompson FPA Paraplanner ...

Greater diversity needed outside ASX 200: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 19 OCT 2021
Close to 100% of the companies in the ASX 200-500 are led by men, with the pipeline to leadership roles also dominated by men, according to new research. Talent Search Haus, an executive recruitment firm based in Sydney, analysed the leadership teams ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... Bastion Financial Group (WA) Mark O'Flynn - Tupicoffs (QLD) FPA Professional Practice of the Year Award Alman Partners (QLD) APT Wealth (NSW) Enlightened Financial Solutions (QLD) FPA Financial Planner AFP of the Year Award Leanne Bielik - 2020 Wealth ...

Fitzpatricks bolsters Victorian presence

ELIZABETH MCARTHUR  |  WEDNESDAY, 30 JUN 2021
Fitzpatricks Private Wealth has appointed a Victorian regional manager to expand its presence in the state. Daniel Proietto will step into the position, after most recently working as an independent business consultant, advising investment managers ...

High Court dismisses Westpac appeal

JAMIE WILLIAMSON  |  WEDNESDAY, 3 FEB 2021
... member objectives were taken into account when recommending the rollover service. "Given that Westpac's marketing was apt to create precisely that impression, it can hardly complain that it succeeded. Nor can it sensibly be suggested that the impression ...
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