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| | | ... strategy's application of passive building blocks limits its investment case compared to a handful of more actively managed peers," Morningstar said. That said, the Vanguard Australian Fixed Interest ETF was upgraded from Silver to Gold, with Morningstar ... |
| | | | ... Sean Holmes from Deloitte Financial Advisory. On April 24, ASIC announced that the Federal Court ordered Ascent and its managed investment scheme wound up on just and equitable grounds. "The Federal Court's reasons and certain orders are currently ... |
| | | | ... fund sector during the 2020 market contraction but underperformed in the ensuing bull market. The report, entitled Self-Managed super fund performance 2020/21, used data from Class, BGL Corporate Solutions and SuperConcepts on more than 310,000 unique ... |
| | | | Clime Investment Management said it will increase investment in its managed accounts capability following strong client demand, while also flagging its first family office consulting mandate. In an update to the ASX, Clime said its total funds under ... |
| | | | ... our industry today." Since the acquisition of Implemented Portfolios, Wright added, Lonsec's distribution team and its managed accounts offering have both expanded. "We are excited about Marc joining the business to help take them to the next level," ... |
| | | | ... trust." Fineff joined Sentinel in 2010 as a paraplanner and after three years became a financial adviser. At one point, he managed 120 clients. "Financial advisers at Sentinel were only authorised to provide financial advice regarding a limited number ... |
| | | | The tax office issued a fresh warning to the rich who use self-managed superannuation funds as a vehicle for dodging tax and those who illegally access their retirement savings early. Of the total SMSFs in existence, 25% are operated by private wealth ... |
| | | | ... executive of Trading and Market Data, Paul Giles as chief executive of Superannuation, and John Harris as chief executive of Managed Portfolio, and former Mine Super chief executive Harry Mitchell will head the Wealth Management division. Additionally ... |
| | | | ... conditions. During Q1 2023, the company reported net flows of $110 million, primarily driven by superannuation inflows. Although managed funds flows remained flat due to ongoing "caution around market volatility," Australian Ethical's funds under management ... |
| | | | ... Management to manage an Australian and New Zealand private debt portfolio. Revolution Asset Management's separately managed portfolio, established earlier this year, has been actively allocating capital to senior secured Australian and New Zealand ... |
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