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Showing 1011 - 1020 of 5519 results for "Class"

Perpetual shutters innovation fund, Pendal funds

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2023
... treated fairly and equally, PIML has used its discretion under the fund's constitution to suspend withdrawal requests in Class A from the date of issue of this notice. This ensures there are no investors unfairly impacted by remaining in the fund until ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...

Australians retiring later than global peers: Research

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... take a miracle to retire securely. Natixis IM country head Louise Watson said that while the superannuation system is world-class, she said it's concerning that Aussies are retiring later than other countries. "This really shows how important it ...

Ironbark, Invest Blue to create $64bn powerhouse

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... everything that we do. Be it, acting as professional trustee for funds and managed account solutions or partnering with best-in-class investment managers globally via our Investment Solutions business," he said. "In a competitive and fast-changing environment ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... and Millennials are leading the charge in establishing self-managed super funds (SMSFs), according to new analysis from Class. The 2023 Annual Benchmark Report reveals that Generation X aged 42 to 56 (52.7%) and Millennials aged 27 to 41 (23.7%) collectively ...

Wheelhouse repositions global equity fund

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... because we are in the midst of a 'regime shift' towards normalised rates and volatility, as well as muted asset class returns," MacLeod said. Research from Delta Research & Advisory commissioned by Wheelhouse found that despite having varying ...

HESTA welcomes head of portfolio design

CHLOE WALKER  |  TUESDAY, 12 SEP 2023
Dianne Sandoval will become the super fund's head of portfolio design, starting her new role in October. Sandoval brings over 30 years of investment management experience to the role, having worked at financial institutions across the Middle East ...

AustralianSuper invests $2.5bn in Vantage Data Centers EMEA

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
... demand and the need for AI infrastructure." "Digital infrastructure continues to demonstrate its resilience as an asset class, and we look forward to building on our track record as we become a partner of choice to Australian investors seeking to increase ...

NowInfinity bolsters estate planning capabilities

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
NowInfinity, part of Class, has added new features to its SMSF trust deed. The new product features enhance its current SMSF deed and consolidate its position as the industry benchmark for SMSF documentation. Further, the deed will act as the cornerstone ...

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
Natixis Investment Managers has beefed up its distribution team as the asset manager prepares for rugged market conditions amidst dislocation driven by internalisation and increased specialisation. The doubling of the sales headcount marks one of Natixis' ...