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Showing 91 - 100 of 11338 results for "May"

Jones preps DBFO Tranche 2 for parliament

KARREN VERGARA | WEDNESDAY, 30 OCT 2024

... $100,000 in the year before the member passes away. "But worse still, if members cannot get advice from regulated sources, they may be led by 'finfluencers' and 'armchair' commentators to expose themselves to the dangerous world of scammers," he said ...

Cole puts funds on notice as expenditure data is revealed

ELIZA BAVIN | WEDNESDAY, 30 OCT 2024

... is not necessarily a measure of whether the expenditure is good, bad, or appropriate. Some very large items of expenditure may be justifiable as being in the best financial interests of members. Conversely, even relatively small items of expenditure ...

Gap exists between licensees' AI use and governance processes: ASIC

MATTHEW WAI | TUESDAY, 29 OCT 2024

... and services", Longo said making sure governance frameworks are updated for AI use is crucial for any challenges licensees may face ahead. "When it comes to balancing innovation with the responsible, safe and ethical use of AI, there is the potential ...

ASIC secures win against HCF Life

ELIZA BAVIN | TUESDAY, 29 OCT 2024

... ignorant of the potential effect of s47 of the ICA, and nothing in the Recover Cover PDSs adverts to the possibility that it may preclude HCF Life from relying upon the Pre-Existing Condition Terms in particular circumstances". ASIC deputy chair Sarah ...

Major global trends impacting advisers

ELIZA BAVIN | FRIDAY, 25 OCT 2024

... powerful in that market. Since July, we've had a reassessment amid changing interest rate expectations," Tedder said. "It may be time to look at areas that have been out of favour and have become attractive from a valuation standpoint. Certain sectors ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN | THURSDAY, 24 OCT 2024

... for a lot of older couples, but I think it's important to help the wife understand. They're intelligent people; they just may not have the financial acumen because they haven't had that opportunity in the past. I focus on that, so we don't struggle to ...

Operational risk reserve targets trimmed for larger funds

JAMIE WILLIAMSON | THURSDAY, 24 OCT 2024

... approach is intentionally simple, including an intent to reduce regulatory burden on RSE licensees in circumstances where there may not be commensurate prudential benefit." However, trustees will still need to notify APRA if they decide to make a change ...

HMC Capital makes $2bn acquisition

ELIZA BAVIN | THURSDAY, 24 OCT 2024

... successfully acquired North American Digital Infrastructure asset manager StratCap in a deal worth $43.7 million. Then, in May, HMC acquired commercial real estate fund manager Payton Capital, kickstarting the first step in its plan to create a $5 billion ...

Down but not out: Busting defined benefit myths

ANDREW MCKEAN | WEDNESDAY, 23 OCT 2024

... these legacy structures, she said. Separately, the presence of DB components complicates mergers. Funds with DB obligations may struggle to find suitable merger partners, as integrating systems with non-DB funds demands significant adjustments, she s ...

Asset managers need to improve performance: Morningstar

ELIZA BAVIN | WEDNESDAY, 23 OCT 2024

Morningstar's industry pulse for asset managers Q3 2024 found that while fund outflows have improved, the gains may be cyclical. Morningstar equity analyst Shaun Ler said since 2024, price performance for ASX-listed asset managers has been mixed. "GQG ...

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Macquarie AM splashes billions on Applied Digital Corporation

MATTHEW WAI | 12:42PM

Macquarie Asset Management (MAM) has pledged US$5 billion to NASDAQ-listed Applied Digital Corporation, which provides high-performance computing (HPC) data-centre solutions.

Subscription EVs attract HESTA, IFM interest

JAMIE WILLIAMSON | 12:41PM

IFM Investors and HESTA, by way of its mandate with the former, will take a 49% stake in Splend Group, a provider of subscription electronic vehicles.

Economist's wishlist: Lower tariffs, bond yields settling

ELIZA BAVIN | 12:07PM

AMP deputy chief economist Diana Mousina has listed her top five wishlist items for 2025, with hopes for lower inflation and avoiding a trade war.

MUFG Pension & Market Services awards tech mandate

KARREN VERGARA | 12:16PM

MUFG Pension & Market Services (MPMS) has awarded Tata Consultancy Services (TCS) a mandate to help transform its retirement solutions business.

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Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Advisers Big Day Out - Melbourne

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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