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Showing 1 - 10 of 227 results for %22Trends Trust%22

Janus Henderson acquires NBK Wealth, Tabula Investment Management

ANDREW MCKEAN  |  FRIDAY, 3 MAY 2024
... income ETFs by AUM. The firm noted that the European ETF market is experiencing a "significant transformation," mirroring trends in the US, where there's a growing shift towards active management into the ETFs wrapper. "This shift represents a considerable ...

Aussies underestimate life insurance's importance: Investment Trends

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... perception among Australians of life insurance as a crucial component of financial stability, according to an Investment Trends Consumer Insurance Needs report. The report said out of the 20 million adult Australians, 6.7 million have some form of life ...

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
... migrated during the quarter. Between $1.7 billion and $3 billion of FUA is due to migrate in the June quarter. Investment Trends named HUB24 as the best full-function platform in 2023, narrowly beating Netwealth. Praemium, BT Panorama, and Mason Stevens ...

AustralianSuper hires data strategy lead

ELIZABETH FRY  |  TUESDAY, 2 APR 2024
... John Carver, appointed senior business planning lead within the strategy team. Previous roles include KPMG and Investment Trends, where he specialised in operations, strategy development and regulatory response projects for superannuation funds. Finally ...

ATO cracks down on illegal early SMSF access

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... million in prohibited loans each year. What is pleasing though, is that over 75% of those loans have been repaid," she said. Trends show that newly set up SMSFs were more likely to engage in such behaviour as opposed to established funds. About two thirds ...

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... over the long term, AustralianSuper invests in a globally diversified investment portfolio... Assets are monitored for ESG trends and emerging risks to identify issues," an AustralianSuper spokesperson said. As at January 19, Brighter Super held $7.6 ...

Former Schroders executive enters VC space

ELIZABETH FRY  |  FRIDAY, 1 DEC 2023
... managers are generally increasing their allocations to alternatives and innovation, looking to capture the leading growth trends that will contribute to the largest and most impactful companies over the next decade such as quantum, blockchain, AI, machine ...

Advisers turning to cash, fixed income: Data

CHLOE WALKER  |  FRIDAY, 17 NOV 2023
... increasingly leaning towards cash and fixed income, making up 15% of new client inflows this year, according to Investment Trends. The 2023 Adviser Product and Marketing Needs report revealed that one in four advisers recognise the significant impact ...

CFA final exam pass rate declines

CHLOE WALKER  |  THURSDAY, 26 OCT 2023
... is a tough undertaking and is pleased that the August Level III pass rate continues to be in line with recent pass rate trends. "I congratulate everyone who passed, many of whom faced disrupted study schedules through unprecedented times along the three-exam ...

AustralianSuper hires head of international, private equity

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
... of Superannuation Trustees ASI Conference, AustralianSuper head of asset allocation Alistair Barker spoke to top global trends impacting portfolio construction. In particular, Barker highlighted the diffusion of technology, and the importance of having ...
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