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Showing 1001 - 1010 of 8462 results for "Managed"

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 ...

ASIC bans Queensland financial adviser

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... 2023, while an authorised representative and responsible manager of Octillion Partner Pty Ltd, Rose recommended six self-managed superannuation fund (SMSF) clients to invest their superannuation in a financial product. ASIC found that Rose engaged in ...

Inaugural CSLR levy slugs advisers $18.5m

KARREN VERGARA  |  TUESDAY, 19 MAR 2024
... victims of Dixon Advisory and Superannuation Services (DASS). There are still an outstanding number of former DASS self-managed super fund (SMSF) clients who have not yet lodged a complaint and have until April 8 to do so. Abood commented that the emergence ...

ASIC extends ETF class order

KARREN VERGARA  |  TUESDAY, 19 MAR 2024
... instrument extends the relief to issuers of all types of exchange traded funds (ETFs) and not only those that are passively managed and track an index. The class order allows relief that include exemptions for the equal treatment relief for responsible ...

Perpetual, Pendal combine multi-asset capabilities

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... the benchmark by close to 1% per annum. "The fund's small size means that it has high running costs and cannot be managed in a cost-efficient way," Pendal said. "We also consider that the fund has little prospect of significant growth in funds under ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
Uncertain market conditions in 2023 spurred a rebound in the number of self-managed super funds (SMSFs) seeking financial advice. According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed ...