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Showing 201 - 210 of 6327 results for "securities"

Uptick in adviser numbers: Research

KARREN VERGARA | WEDNESDAY, 3 MAY 2023

... Financial Planning (258), SMSF Advisers Network (241), Fortnum Private Wealth (213), Shaw and Partners (174), and Infocus Securities (172) make up the top 10 non-aligned licensees. Insignia continues to be the largest financial advice brand with 1326 ...

Citi awarded custody mandate by Mason Stevens

ANDREW MCKEAN | MONDAY, 1 MAY 2023

Citi Securities Services has been awarded a custody and integrated execution services mandate by wealth platform Mason Stevens. As Mason Stevens looks to deliver "premium" wealth management solutions, Citi Australia and New Zealand's head of securities ...

Wingate launches third credit fund

KARREN VERGARA | MONDAY, 1 MAY 2023

... Credit Fund 3 (WCCF3) targets net pre-tax returns of over 10% per annum. The fund invests in corporate loans and debt securities issued by companies in Australia and New Zealand, such as bilateral and syndicated corporate debt facilities. WCCF3's predecessor's ...

Morningstar downgrades PIMCO, Vanguard funds

JAMIE WILLIAMSON | THURSDAY, 27 APR 2023

... team lends an edge, spanning expertise across a wide gamut of sectors and regions. PIMCO's hefty footprint in credit securities leans heavily on index derivatives for managing exposures and extracting returns from issuer and security selection remains ...

$100bn withdrawal triggers First Republic stock plunge

ANDREW MCKEAN | WEDNESDAY, 26 APR 2023

... March, the bank experienced unprecedented deposit outflows. "We moved swiftly and leveraged our high-quality loan and securities portfolios to secure additional liquidity," Holland said. "We're working to restructure our balance sheet and reduce our ...

CVC sells 20% stake in Eildon

KARREN VERGARA | MONDAY, 24 APR 2023

... on the other bonds enabled the fund to make a small overall gain on Credit Suisse," an investor note read. In March, securities watchdog ASIC made an interim stop order that prevented CVC from offering or distributing CVC Notes 2 because of deficiencies ...

Challenger reports strong retail annuity sales

ANDREW MCKEAN | THURSDAY, 20 APR 2023

... Challenger will sell its Australian real estate business to Elanor for $42 million, which will be received in new Elanor securities. Upon completion, Challenger's holding in Elanor is expected to represent 18% of Elanor securities on issue. Meanwhile ...

Adviser complaints rise, super complaints decrease

KARREN VERGARA | WEDNESDAY, 19 APR 2023

... consumer loans (8.7%), credit cards (7.6%), superannuation account administration (4.7%) and derivatives or hedging securities (3.3%). As at April 1, there were 53 financial firms deemed insolvent garnering 4886 complaints. AFCA estimates that the combined ...

UniSuper awards private debt mandate to Revolution AM

ANDREW MCKEAN | TUESDAY, 18 APR 2023

... income from senior secured loans, prioritising relative value across corporate leveraged loans, private asset backed securities, and real estate. Revolution Asset Management chief investment officer Bob Sahota highlighted the importance of private debt ...

Former Shaw and Partners adviser banned

JAMIE WILLIAMSON | THURSDAY, 13 APR 2023

... 2015 and 2021, Ridgway recommended clients invest in a range of international unlisted shares sourced by McFaddens Securities, a Sydney-based firm with connections to the UK. The shares included pre-IPO companies like Steppes Alternative Asset Management ...

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Qualitas scores $550m mandate

ELIZA BAVIN

Qualitas won the mandate from a new global institutional investor based in North America.

ASIC alerts licensees to experienced pathway deadlines

ANDREW MCKEAN

ASIC has issued a reminder to the Australian Financial Services (AFS) licensees regarding the upcoming notification obligations related to the new experienced provider pathway.

Coller Capital hires former J.P. MAM executive

KARREN VERGARA

A former J.P. Morgan Asset Management executive has been appointed the lead of Coller Capital's private wealth distribution unit for Australia and New Zealand.

Partners Group launches private infra fund

KARREN VERGARA

Partners Group will launch a new private markets fund for local high-net-worth investors.

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Expert Feed

Paul Tynan

Chief Executive Officer

Connect Financial Service Brokers

Why advisers should consider offering general insurance to HNW clients

I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.

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David Carney

Director

Aspect Partners Pty Ltd

The role of AI in financial planning: Insights from the US

Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...

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Prue Cheeseman

Personal Wealth Manager

HLB Mann Judd Wealth Management (NSW)

Considerations when nominating a charity for your super upon death

There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.

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Paul Miron

Managing Director

Msquared Capital

The end of free money

With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...

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Phil Usher

CHIEF EXECUTIVE OFFICER
FIRST NATIONS FOUNDATION

Taking a gamble to steady the ship as chief executive of First Nations Foundation, Phil Usher has turned it into a more secure, self sustaining entity, far better equipped to empower First Nations people to achieve financial prosperity. Andrew McKean writes.

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