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Showing 131 - 140 of 1919 results for "Disclosure"

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
... important to proactively innovate the advice methodology to spark "excitement, urgency and engagement", as well as disclosure - sometimes revealing the rationale and process behind the advice can signal expertise, ease uncertainty and foster trust, it ...

SQM places private credit sector on watch

MATTHEW WAI  |  FRIDAY, 21 MAR 2025
SQM Research has placed the private credit sector on watch, saying it is increasingly encountering red flags when rating offerings. The research house has been covering private credit since 2007. SQM currently rates on some 70 private credit funds across ...

Canada pension fund hires ex-CalPERS CIO

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
Canada's largest pension scheme has hired a former CalPERS investment chief who famously led a big push into private equity and private debt. The Canada Pension Plan Investment Board has confirmed the appointment of Ben Meng as head of investment ...

Study finds 5000 European ESG funds investing in fossil fuels

JAMIE WILLIAMSON  |  THURSDAY, 20 MAR 2025
... JPMorgan Chase in the lead, followed by DWS, BlackRock, Allianz, and UBS. With an overhaul of the Sustainable Finance Disclosure Regulation due for the end of this year, Urgewald's Fiona Hauke said the EU should "show more ambition" in regulating funds ...

Underperforming managers in China could see pay halved

KARREN VERGARA  |  MONDAY, 17 MAR 2025
... could force firms to publish manager salaries tied to fund performance. This is already done in India, through salary disclosure and compulsory investment in their funds," he said on X (Twitter).

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... general manager of policy, advocacy and standards Phil Anderson recently told Financial Standard that getting rid of fee disclosure statements (FDSs) was perhaps the biggest achievement of the Delivering Better Financial Outcomes Tranche 1 reforms - ...

Perpetual receives fresh KKR bid

ELIZA BAVIN  |  MONDAY, 17 FEB 2025
... engage constructively in relation to the transaction and would keep the market informed in-line with its continuous disclosure obligations. The ATO commissioner refused to give Perpetual a guarantee that it wouldn't face additional taxes and also ...

Treasury consults on genetic test ban in life insurance

JAMIE WILLIAMSON  |  WEDNESDAY, 12 FEB 2025
... possible implications of the ban would be on the duty to take reasonable care not to make a misrepresentation, duty of disclosure, and duty to act in utmost good faith. Given there are numerous types of human genetic tests that look at different things ...

Syfe bids for SelfWealth, ups BFG's offer

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... continue to keep shareholders informed about the Svava proposal and the Bell offer in accordance with its continuous disclosure obligations," the board said.

Best Australian share funds of 2024: Mercer

ANDREW MCKEAN  |  THURSDAY, 30 JAN 2025
... above average long-term structural growth potential arising from their sustainable competitive advantage," its product disclosure form says. "Sustained excess growth in earnings and dividends leads to greater returns to shareholders..." The product disclosure ...