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| | | ... actually a unitholder, but partner in a fund. This is now moving towards a traditional managed fund where you have units in a trust. The whole industry is moving towards private wealth; the products are evolving, and the access is getting easier," he ... |
| | | | Victorian Funds Management Corporation has named Lisa Gay as its new chair. The appointment follows the retirement of long-serving chair James McKenzie in August. At that time, Gay was selected to serve as chair on an interim basis. Now, she has been ... |
| | | | Queensland Investment Corporation (QIC) has expanded its international footprint, opening a new office in Singapore, aiming to strengthen local partnerships and capital opportunities with Asian-based institutional investors. QIC chief executive Kylie ... |
| | | | To better serve high-net-worth (HNW) clients, financial advisers require a broader range of specialist expertise to meet their complex needs, according to HUB24. HUB24's latest whitepaper, Directing the matrix: meeting the needs of high-net-worth clients ... |
| | | | Diversa Trustees sub-plans Smartsave and Superhero Super have merged as the latter announces significant changes to its fees, structure, and investment menu. On October 26, Smartsave moved into Superhero Super. This was after a "thorough evaluation ... |
| | | | Treasury is seeking feedback on how the inherently complex retirement phase of superannuation can be improved to match the success of the accumulation phase. The consultation discusses three key areas: Helping members navigate the retirement income ... |
| | | | ... equitable for workers and employers alike. It will help ensure super is paid on time and in full, meaning Australians can have trust and confidence that the super system is working for them - not against them, she said. With the typical retiree having ... |
| | | | The government has been encouraged to create a regulatory framework that empowers superannuation trustees to offer members targeted help, guidance, and advice (HGA) on issues outlined in the Retirement Income Review (RIC). The Actuaries Institute dialogue ... |
| | | | Advisers who incorporate responsible investment into conversations about intergenerational wealth transfer see higher client satisfaction than those who don't, according to new research from Australian Ethical. Australian Ethical released Opportunity ... |
| | | | ... advisory board includes: Former US Treasury secretary Larry Summers, former co-manager of the Scottish Mortgage Investment Trust at Baillie Gifford James Anderson, Schroders' chief executive Peter Harrison, and Ken Hitchner, former chairman and chief ... |
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