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Showing 1641 - 1650 of 41502 results for "Will"

Legalsuper updates investment, insurance fees

KARREN VERGARA  |  TUESDAY, 2 SEP 2025
... investment options' objectives and fees, as well as some insurance costs. Effective September 1, the Conservative option will change its investment objective from outperforming an average annual return of CPI + 2% p.a. over rolling 10-year periods to ...

Platinum client yanks $580m

KARREN VERGARA  |  TUESDAY, 2 SEP 2025
An institutional client will pull about $580 million from Platinum Investment Management. The unnamed client will take the money out of the Platinum Trust Funds over the course of October and November following a manager review. "It is expected the ...

Praemium partners to offer more global options

MATTHEW WAI  |  TUESDAY, 2 SEP 2025
... across 55 markets with nearly €4 trillion ($7tn) in assets under custody. Under the agreement, advisers using Spectrum will be able to access a broader universe of investment options, including international funds that were previously "out of reach". ...

Chalmers opens Investor Front Door pilot

ELIZA BAVIN  |  TUESDAY, 2 SEP 2025
... approvals processes and fast-track major projects where possible. "Whether it's homes, energy or essential infrastructure, this will mean more projects get off the ground more quickly," Chalmers said. The pilot phase will support a select number of projects ...

Former United Global Capital adviser banned

JAMIE WILLIAMSON  |  MONDAY, 1 SEP 2025
Former United Global Capital (UGC) adviser Milutin Petrovic is banned for six years after ASIC found he failed key advice obligations when recommending clients invest their retirement savings into the Global Capital Property Fund Limited (GCPF). Petrovic ...

ASIC piles more charges on Merhi

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... advice fees and more than $19 million from entities associated with First Guardian for marketing the fund to clients. ASIC will also push before the court that Merhi, Venture Egg and United Financial Advice breached numerous financial adviser obligations ...

Clime investments chief resigns

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... Clime Investment Management's chief investment officer has resigned from the post three years after being appointed. Will Riggall tendered his resignation in June. He also exits as a director of the ASX-listed firm, a role he was appointed to last ...

TCorp chief executive retires, successor named

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
After 10 years of leadership, David Deverall will be retiring as TCorp's chief executive on 4 December 2025. Deverall will be succeeded by TCorp general manager, financial markets Rob Kenna, effective from 5 December 2025. Kenna is responsible for ...

Bravura, Future Group partner on digital advice

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
... has partnered with Future Group for the initial phase of its digital advice rollout, which is now underway. The partnership will provide members pre-retirement personal advice tools, and a public-facing calculator. The solution is designed to help members ...

Betashares launches first private credit fund

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
... fund offers a projected 12-month distribution yield of 8-9% p.a. and is currency hedged back to Australian dollars. The fund will be available to financial advisers and their clients via major platforms, as well as to eligible wholesale investors via ...