Search Results | Showing 171 - 180 of 22698 results for "Funds" |
| | | ... headquartered in Newcastle, NSW, Oracle is currently home to 22 financial advisers and manages approximately $0.8 billion in funds under management (FUM) and $1.8 billion in funds under advice (FUA), taking Count's total to approximately $6.2 billion ... |
| | | | ... may be struggling currently is not just because of volatility, but also because of this concentration risk. "Investors in funds tracking the S&P/ASX 200 often think they are broadly diversified because they own an index-based portfolio, but the recent ... |
| | | | ... the Ox Capital board, the board has decided to wind up the business and will be returning the proceeds of the Ox Capital funds to investors." Fidante, which is also Ox Capital's Responsible Entity, subsequently said it considered various options ... |
| | | | ... nine-year period. Previously, though, Fiducian selected investments by using underlying fund managers or underlying investment funds, which had their own bespoke ESG methodologies and tolerance thresholds for choosing investments. The underlying funds ... |
| | | | ... compared to those who delay by four years, the whitepaper found. In its 2026-27 pre-budget submission, HESTA has called for funds to be given the ability to actively prompt members to transition to appropriate specific fund retirement products, with ... |
| | | | ... Financial Planning and Rhys Reilly, also known as Reilly Financial, Hogan advised four clients to switch their superannuation funds using an advice process that outsourced the fact find and risk profile assessment to an unlicensed third party referral ... |
| | | | ... employee that is shown to the employee at the time of onboarding." More specifically, this will apply regardless of whether the funds appear at the same time, such as on the same page or screen, or across multiple pages or screens. "This requirement ... |
| | | | In its inaugural Best of Breed - Australia and New Zealand report, Morningstar has named which active funds provide Australian investors with the best long-term potential. The report selected six equity strategies, five Australian and one from New Zealand ... |
| | | | ... disparity in what is being reported and the actual health of underlying portfolios. In the last month, US private credit funds received a wave of redemption requests on worries these loans majorly back software companies, which have dropped in value ... |
| | | | The detriment of Shield and First Guardian Master Funds undermines trust in the superannuation system, ASIC commissioner Alan Kirkland warned, saying trustees must revise their processes to avoid exploitation by super switching schemes. Speaking at ... |
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