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Showing 1641 - 1650 of 10361 results for "Trust"

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
... 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 ...

VFMC selects new chair

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2023
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 ...

QIC opens new international office

ANDREW MCKEAN  |  TUESDAY, 5 DEC 2023
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 ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
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 ...

Superhero Super swallows Smartsave, overhauls offerings

KARREN VERGARA  |  TUESDAY, 5 DEC 2023
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 ...

Retirement phase of superannuation consultation opens

KARREN VERGARA  |  MONDAY, 4 DEC 2023
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 ...

Payday super protects most vulnerable: SMC

CHLOE WALKER  |  MONDAY, 4 DEC 2023
... 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 ...

Changing retirement landscape needs regulatory framework: Actuaries Institute

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
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 ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
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 ...

Former Schroders executive enters VC space

ELIZABETH FRY  |  FRIDAY, 1 DEC 2023
... 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 ...