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Showing 1 - 10 of 159 results for "Managed investments"

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
... Before that, he was head of sales and marketing at Australian Ethical, responsible for superannuation and managed investments. Earlier in his career, he spent 16 years with Zurich Group in roles spanning general management, dealer group, distribution ...

Half of advice, super complaints result in no remedy

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... investments and advice complaints were shares (52%), investor directed portfolio services (11%), and other managed investments (7%). The category "other managed investments" includes managed investments that do not fit a specific investment, such as ...

Family office investment lead joins TCorp

ELIZABETH FRY  |  MONDAY, 2 DEC 2024
... and Sydney. Young spent the last five years working for the family office of the Fairfax family. There, she managed investments, advised and looked after family foundations. She reported to Riccardo Briganti, who has also been at Cambooya for around ...

AFCA names and shames in fresh Datacube release

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
... complaints with 847. AMP Financial Planning received 30 complaints and Commonwealth Financial Planning received 17. Managed investments also received a hefty number of complaints at 289, making up more than half of complaints in the investment and advice ...

Soul Patts sees profits slide 28%

ELIZA BAVIN  |  THURSDAY, 26 SEP 2024
... revenue drop 24.6% to $1.8 billion. "The 2024 financial year was one of changing portfolio mix as we actively managed investments and pursued opportunities in private equity, credit, and emerging companies," Barlow said. "We saw strong performance across ...

Platinum outflows drag performance

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
... 12 year-long bull market has generated strong client interest for passive investment products over actively managed investments, and flows have favoured 'growth-style' funds, which tend to generate strong relative performance in these bull markets," ...

AustralianSuper bears brunt of complaints: AFCA

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
... complaints were CMC Markets Stockbroking, Prospero Markets (now in liquidation), and eToro. This is followed by managed investments (24.3%), and superannuation non-trustee related issues (12.2%), and timeshare and strata title schemes (3.5%). This story ...

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... in the article. Many super funds are guided by ESG policies that screen controversial weapons for actively managed investments - but not for passive strategies. TelstraSuper, for example, maintains a general investment exclusion for manufacturers of ...

What "wealthy" means to Australians: AMP

ANDREW MCKEAN  |  TUESDAY, 28 FEB 2023
... individuals are seeking to attain this freedom through liquid forms of wealth like savings, equities, and managed investments. "We've traded off that [homeownership] in order to get superannuation or to provide other sources of income and wealth," ...

ClearView offloads managed investments unit

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
ClearView will solely focus its efforts on life insurance after flagging that it found a buyer for its managed investments business as it also continues to review the future of its superannuation fund. Human Financial, an investment management and technology ...
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