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Showing 1011 - 1020 of 10364 results for "Trust"

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
The long-awaited Tranche 2 of the Delivering Better Financial Outcomes draft package has been released, switching Statements of Advice for Client Advice Records and clarifying what topics super funds can collectively charge for. However, some elements ...

Resolution Capital to list second active ETF

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
... Active ETF (RIIF) will launch on the ASX on Tuesday, March 25. The new offering provides direct listed access to the unit trust of the same name, a portfolio of fewer than 40 companies that provide essential infrastructure services across the globe. ...

State Super: In decline but doing fine

ANDREW MCKEAN  |  FRIDAY, 21 MAR 2025
State Super closed its main defined benefit schemes in 1985 and 1992, meaning the fund is on a long slow march to completion. Its chief executive John Livanas unpacks the challenges of managing a fund with no new members and an inevitable end. State ...

SQM places private credit sector on watch

MATTHEW WAI  |  FRIDAY, 21 MAR 2025
... financial advisers to sell Metrics Credit Partners' private credit funds - the Metrics Direct Income Fund, Metrics Master Income Trust and Metrics Income Opportunities Trust. At the time of publication, no explanation was given on the recommendation ...

WTW welcomes investment chief

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... around the world. Baker will continue to lead the portfolio management team for Alliance Witan - the FTSE 100 investment trust that Towers Watson has been managing since April 2017 - and look for opportunities to secure similar opportunities. Jon Pliner ...

CFS awards fixed income mandate

ELIZA BAVIN  |  THURSDAY, 20 MAR 2025
... continue to expand. "We are excited to apply our systematic approach to the Global Aggregate universe. We thank CFS for their trust in Man Numeric, and we look forward to working with them closely in the years ahead," Gandhi said. In November 2024 CFS ...

Super fund consolidation to accelerate: Mercer

ANDREW MCKEAN  |  THURSDAY, 20 MAR 2025
Australia's superannuation industry is poised for accelerated consolidation, with most existing funds set to disappear, according to a Mercer report. The report noted that during the 2023/24 financial year, the number of APRA-regulated super funds declined ...

India Avenue launches active ETF

KARREN VERGARA  |  WEDNESDAY, 19 MAR 2025
India Avenue Investment Management has launched its first active ETF on Cboe Australia. The India Avenue Equity Fund Active ETF (IAEF) was admitted on the exchange yesterday. The fund invests in predominantly publicly listed companies in India or generate ...

Underperforming managers in China could see pay halved

KARREN VERGARA  |  MONDAY, 17 MAR 2025
... global asset managers like Fidelity International Ltd. in the past few years, many products underperformed, hurting client trust and hampering fund raisings," the article read. "Investors have also grown increasingly frustrated with star managers who ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
The Association of Independently Owned Financial Professionals (AIOFP) and the Institute of Financial Professionals Australia (IFPA) have signed a Memorandum of Understanding to enter into a "strategic alliance". IFPA board member Scott Heathwood told ...