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Showing 31 - 40 of 7498 results for "Managed"

CSLR kicks off, 2k await compensation

KARREN VERGARA  |  TUESDAY, 2 APR 2024
... organisations. The maximum compensation amount is $150,000. One major criticism of the CSLR is that it does not consider managed investment schemes (MIS). It also overlooks litigation funding schemes, time-sharing schemes, issues relating to tax treatment ...

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... Financial advisers must be mindful of the "legal uncertainty" that exists when applying the appropriate wholesale test on self-managed super funds (SMSF), according to the Australian Financial Complaints Authority (AFCA). AFCA senior ombudsman Alex Sidoti ...

Bitcoin investing is on the rise, but more regulation is needed

ELIZA BAVIN  |  WEDNESDAY, 27 MAR 2024
... Caleb & Brown found Australia's crypto adoption was widespread, with individuals, and increasingly, sole traders, self-managed super funds (SMSF) and companies investing. Caleb & Brown said 80% of its customers belong to Gen-X or Baby Boomers, while ...

T. Rowe Price launches bond fund

KARREN VERGARA  |  TUESDAY, 26 MAR 2024
... in US treasuries, and bonds issued by the Swedish and German governments of 22.1% and 10.4% respectively. The fund is managed by London-based portfolio manager Arif Husain, T. Rowe Price's chief investment officer and head of global fixed income. It ...

UniSuper appoints new head of fixed interest

ANDREW MCKEAN  |  TUESDAY, 26 MAR 2024
... first global ESG bond fund. Before Omega, he was the head of fixed interest at Vanguard Investments Australia, where he managed over $20 billion in assets and launched several new funds and strategies. Additionally, he served as acting chief investment ...

Funds SA recruits from LGT

JAMIE WILLIAMSON  |  MONDAY, 25 MAR 2024
... London where he spent seven years with LGT Wealth Management's IT team, most recently as head of technology. Prior, Boyley managed the IT services function for NEST, the UK's National Employment Savings Trust for six years. Now, he is returning to Adelaide ...

Wholesale investor tests up for parliamentary review

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... regulatory framework in the October 2022-23 Budget. This was followed by opening consultations to shake up the $2.7 trillion managed investment scheme (MIS) sector, which included re-assessing the thresholds last August. Several stakeholders also expressed ...

Allianz Retire+ names wealth management distribution chief

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... vice president. Allianz and PIMCO joined forces in 2018 to form Allianz Retire+. Working at PIMCO for nine years, Rodda managed and built relationships with dealer group heads, platform distribution partners, and other market participants. Prior to that ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
An Islamic financial services provider has launched an Islamic self-managed super fund (SMSF) solution for members of the Australian Muslim community who want to invest in property for their retirement in a way that is compatible with their faith. Meezan ...

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
... Australian and New Zealand fund managers." Chan has been with Morningstar for just over ten years, having also worked in managed funds research and advisory in Australia for Macquarie and Lonsec. He said Michael Malseed and Simon Scott will provide day-to-day ...