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Showing 1021 - 1030 of 8462 results for "Managed"

Iress share price jumps on takeover rumours

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2024
... the mortgages business in the UK and recently sold the OneVue Platform Business to Praemium, while SS&C scooped up the managed funds administration business for $52 million. Shortly after Price was appointed chief in 2022, he overhauled the executive ...

ASIC succeeds in conflicted remuneration case

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... breached conflicted remuneration provisions. ASIC's case alleged that SMSF Club advised its clients to set up self-managed superannuation funds (SMSFs) to buy real property marketed by real estate agent Positive RealEstate. ASIC alleged that between ...

Best default super funds revealed

ANDREW MCKEAN  |  MONDAY, 4 MAR 2024
... alongside the quiet rollout of a pension product. Close behind, Essential Super's Employer - Lifestage 1980-1984 option, managed by Colonial First State (CFS) for its investment schemes, saw a return of 11.5%. Notably, CFS' FirstChoice Employer ...

Blackwattle Partners launches global fund

CHLOE WALKER  |  MONDAY, 4 MAR 2024
... first global fund, led by former Antipodes portfolio manager Sunny Bangia. The Blackwattle Global Quality Fund will be managed by Bangia, who brings over 18 years of experience in financial services. Bangia spent eight years at Antipodes Partners, before ...

Insight Investment Consultants rebrands

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2024
... reviews; reports will be concise and outline key decision-making points for financial advisers; and the business is owned and managed by the local staff. Its research portal is user-friendly, and the firm is focused on quality of research rather than ...

Vanguard chief executive Tim Buckley to retire

ANDREW MCKEAN  |  FRIDAY, 1 MAR 2024
... global head of Vanguard Investment Management Group since 2017, Davis currently oversees $8 trillion in global assets managed by the firm's fixed income, equity index, and quantitative equity groups. Prior to being named chief investment officer ...

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
... below the average of 22% for the long-term period between 2007 and 2023. In the mid-to-small-cap space, 64% of actively managed funds beat the index which gained 7.8% in 2023. Meanwhile, active bond managers had an exceptional year as almost three-quarters ...

Pallas Capital, Ares launch $500m lending fund

CHLOE WALKER  |  THURSDAY, 29 FEB 2024
Pallas Capital (Pallas) has established a new lending facility with funds managed by NYSE-listed alternatives firm Ares Management. The fund, dubbed Pallas Funding Trust No. 2 (PFT), has a total funding of $500 million approved by its funding partners. ...

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... enhanced its WealthConnect platform, introducing the capability to model interactive superannuation, pension, and self-managed super fund (SMSF) strategies. In May 2023, GBST acquired WealthConnect from Creativemass, a financial software provider that ...

DASS settlement pending court approval, victims urged to claim

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
... to a batch of similar cases. Melbourne-based law firm Mackay Chapman said that there are approximately 2550 DASS self-managed super fund (SMSF) clients who have not yet lodged a complaint and have until at least 8 April 2024 to do so. "They have 'at ...