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Showing 1 - 10 of 667 results for %22New Investment Trends%22

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
A new report from State Street and Investment Trends found a record 25% of all new client inflows are placed into managed accounts. The proportion of advisers using them has more than tripled from 18% a decade ago to an equal record high of 56% now. ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
... fee-paying clients are severely affecting financial advice practices' bottom line and ultimately drag business valuations, a new analysis reveals. The latest Advice practice acquisition, sale & valuation guide from Centurion Market Makers highlights ...

Taskforce suggests aged care funding be based on personal wealth

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... taxpayers is declining as the population ages. The taskforce said it has made its recommendations with the aim of not creating new or exacerbating existing intergenerational equity issues. It has therefore recommended older people make a co-contribution ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
... thematics such as managed accounts, cash, and retirement solutions. "All platforms have again delivered a significant scope of new functionality over the last 12 months," Investment Trends said. The report also commended AMP North as the "most improved" ...

Macquarie profits tumble; long-serving executive exits

ANDREW MCKEAN  |  TUESDAY, 13 FEB 2024
... headwinds. Private markets' equity under management stood at $210.6 billion, with $35.4 billion ready for deployment after new equity raising of $6.7 billion and investments totalling $6 billion. Banking and Financial Services (BFS) reported a 3% ...

Online investor participation declines

ANDREW MCKEAN  |  TUESDAY, 6 FEB 2024
... Irene Guiamatsia said dormancy rates have decreased notably from six months prior but continue to be elevated. "Inflows of new-to-market online investors continue to dwindle while client reactivation is strong and consistent with levels registered since ...

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... 2023 based on our regular review process and consideration of expert third-party advice." Meanwhile, its counterpart, the New Zealand Superannuation Fund (NZSF), has been excluding investments in Elbit since 2012. The world's largest sovereign wealth ...

Ethical ETF assets surge in 2023: Analysis

RACHEL ALEMBAKIS  |  MONDAY, 22 JAN 2024
... Standard. It recorded its highest annual funds under management increase in 2023, growing by $43.7 billion, with $15.0 billion in new inflows. This is compared to $13.5 billion in net inflows in 2022. At the end of 2023, ethical, responsible and sustainability ...

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
One in nine Australians expect to have more than $250,000 in debt when they retire, a new study by AMP shows, however separate research from TAL suggests debt in retirement is of little concern. A study commissioned by AMP has found that fewer than ...

Former Schroders executive enters VC space

ELIZABETH FRY  |  FRIDAY, 1 DEC 2023
Industry veteran Graeme Mather has joined Antler, the early-stage venture capital investor, as a global partner. In his new role, he will help the venture capitalist deepen ties with large asset managers in the Asia Pacific and look at boosting super ...
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