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| | | ... whose recommendations can significantly shape product uptake. "The structural appeal of ETFs is accelerating adviser adoption, not just for index exposure but increasingly for active strategies." He added that fund managers who adapt strong-performing ... |
| | | | The New Zealand Superannuation Fund has delivered a pre-tax return of 11.84% after costs for the year ended 30 June 2025. Total fund size was up $8.4 billion from a year earlier, ending the 2025 financial year at $85.1 billion. Guardians of New Zealand ... |
| | | | ... spouse with the lower balance. The rollover could occur as a one-off lump sum or be done annually. An amount transferred would not be treated as a contribution, but as a rollover, avoiding any additional taxes. It would also retain the original fund's ... |
| | | | ... against Block Earner with the Federal Court granting a special leave to appeal an April decision that found that an AFSL was not necessary to offer a fixed-yield digital asset-related product. ASIC said its appeal seeks the High Court's ruling on what ... |
| | | | Private credit has traditionally been seen as an alternative during volatile events impacting listed investments, but that is changing, an expert says. Speaking at the JANA Annual Conference 2025, Shirley Luo, portfolio manager and director of opportunistic ... |
| | | | ... from the Zonia and Baron shareholder class actions in the Federal Court. The Full Court concluded that the appellants did not prove any loss, and there was no award of damages. The two class actions related to anti-money laundering and counter-terrorism ... |
| | | | ... weight. "Manager selection plays a critical role alongside portfolio construction. We deliberately seek asset managers who are not only financially strong but who also share our sustainability ambitions," said Sander van Stijn, head of mandate management ... |
| | | | The Australian Securities and Investments Commission (ASIC) and the Australian Prudential Regulation Authority (APRA) have outlined opportunities for regulatory reform in letters sent to Treasurer Jim Chalmers and Finance Minister Katy Gallagher. APRA ... |
| | | | ... we talk with a client, we have to make a detailed file note of that conversation and in that file note we need to capture not only the specific information, but what's changed in terms of dollar figures in their financial situation, and capture what ... |
| | | | ... leader to guide us in navigating the complexities of today's market. His strategic vision and commitment to client success will not only enhance our asset management capabilities but also position us to deliver exceptional value to our clients and stakeholders. ... |
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