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Showing 1651 - 1660 of 12383 results for "May"

Older Aussies are retirement illiterate: Survey

KARREN VERGARA  |  TUESDAY, 19 SEP 2023
... As a result, advisers are often called in to help on short notice. "Even when clients include age care in their plans, they may not do so explicitly, husbanding their assets to ensure they have money to cover entry and ongoing fees if they eventually ...

EG touches down in Japan

CHLOE WALKER  |  TUESDAY, 19 SEP 2023
... evolve the methodologies to optimise buildings in Japan. This latest development follows EG partnering with Msquared Capital in May to offer investors the opportunity to diversify into the private debt market. Initially, EG said, the joint venture will ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... Society executive officer Samantha Noy. The initiative has two forums planned for 2024, the first taking place in Melbourne on May 15 and subsequently in Sydney on November 13. Warakirri Asset Management has committed to being a foundation sponsor for ...

Rest hires former EISS Super risk chief

ELIZABETH FRY  |  FRIDAY, 15 SEP 2023
... has landed a new gig at Rest. Lyons left EISS Super, which managed the superannuation of workers in the energy sector, in May when it merged with Cbus. The merger saw the departure of several senior EISS Super staff, including Lyons, who had held the ...

SG Hiscock starts distributing small cap fund

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... same period, momentum wins on a risk-adjusted basis, suggesting that an investor with the added tailwind of momentum exposure may prove beneficial over time," he said. "We're looking forward to offering Australian investors access to such a unique ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... of managed accounts allows for customised solutions, which can be particularly valuable for smaller advice businesses that may otherwise face challenges in effective execution. Regarding costs, while there is sometimes an additional layer of fees, many ...

NZ Super Fund delivers 11.9%

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
... leaving open the possibility of further interest rate rises. At the very least, it would seem any decrease in interest rates may be more gradual and further away than might have been expected," he said. "Our expectation is that will lead to lower returns ...

Most Australian actively managed funds lag the index

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
... funds tends to decrease. "In the first half of 2023, the S&P Developed Ex-Australia LargeMidCap outperformed by 14%. This may have created a tailwind for domestic active managers looking overseas for excess returns, along with a corresponding higher ...

Koda Capital restructures Investment Strategy Group team

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2023
... at Platypus Asset Management, and also has experience at Old Mutual and Sanlam Investments. James Gouldson also joined in May as head of managed portfolios, based in the Perth office. The changes are the result of a six-month process aimed at strengthening ...

NGS Super to debut retirement income product

KARREN VERGARA  |  MONDAY, 11 SEP 2023
... allocation to infrastructure and property, aiming to provide members with steady income. "Easy Default targets members who may not want full financial advice - they may want to work things out largely on their own or might want a little bit of advice," ...