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Showing 1061 - 1070 of 10611 results for "Set"

Russell Investments default option returns up to 12.3%

ANDREW MCKEAN  |  THURSDAY, 1 AUG 2024
... portfolio manager Daniel Choo added that the aim of the GoalTracker option is to take acceptable levels of risk through carefully set asset allocations for members. "We actively manage our actual exposures relative to those asset allocations, based on ...

Court rejects former fund manager's appeal

KARREN VERGARA  |  WEDNESDAY, 31 JUL 2024
... licence (AFSL). On 10 August 2021, his legal representatives filed an application seeking orders that the pleas of guilty be set aside. On 8 April 2022, the District Court dismissed the application. Munro was released from jail in August 2023 after serving ...

ASIC proposes cash equity clearing and settlement rules

ANDREW MCKEAN  |  TUESDAY, 30 JUL 2024
ASIC has released a consultation paper on proposed rules to facilitate competitive outcomes in cash equity clearing and settlement (CS) services provided by the ASX Group. The corporate regulator's release of the consultation paper marks the first exercise ...

Future Fund hires Fortlake investments deputy

ELIZABETH FRY  |  MONDAY, 29 JUL 2024
... Fund's dynamic asset allocation team. Richards has served as deputy chief and a board member at Fortlake since it was set up four years ago by former UBS fixed income guru Christian Baylis. Baylis - who is the fund's investment chief - said Richards' ...

Advisers encouraged to engage with clients' kids

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
... age, with children and their parents reluctant to discuss intergenerational wealth matters. An estimated $3.5 trillion is set to be transferred by Australians aged 60+ in the next two decades, with 90% of all intergenerational wealth transfers are occurring ...

IPO conversations 'sparking interest': Barrenjoey

ANDREW MCKEAN  |  FRIDAY, 26 JUL 2024
Barrenjoey Capital Markets co-executive chair Guy Fowler says the firm has had more conversations about IPOs in the last two months than in the previous three years, indicative of "sparked interest," at a briefing on the future of Australian capital ...

Build Your Wealth adviser cops ban

KARREN VERGARA  |  FRIDAY, 26 JUL 2024
... refused the substantive stay application and confidentiality orders on 17 July 2024," ASIC said. No hearing date has been set for the review of ASIC's decision. Luff previously worked at Australian Financial Licensing Group, Custom Wealth Solutions ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... has recently been more independent from the increasing activity of internet research and conversations in the decision to set up SMSFs, resulting in a declining engagement rate with investment advisers - particularly in the areas of pension strategies ...

Treasury releases M&A draft reforms

ELIZA BAVIN  |  THURSDAY, 25 JUL 2024
... notification thresholds, fees, and the ACCC's public register and associated transparency safeguards later this year. The draft also set out a review timeline in which it anticipates M&As to take around 230 days from notification of the intention to ...

Insignia Financial looks to slash redundancy entitlements

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2024
... progress we have made to date. We remain committed to continuing to negotiate in good faith with the FSU to achieve a unified set of terms and conditions that meet the needs of our people and our business." Meantime, Angrisano said the FSU will continue ...