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Showing 231 - 240 of 3529 results for "CORE"

SMSFs' risk appetite to change under Division 296: Wilson

MATTHEW WAI  |  MONDAY, 30 JUN 2025
... Management (WAM) has released a second discussion paper, highlighting some of the potential implications from the tax. The core issue for SMSFs is the taxing of unrealised gains, creating an "enforced shift" in risk appetite, as liquidity becomes a "paramount ...

ClearView welcomes underwriting head

MATTHEW WAI  |  MONDAY, 30 JUN 2025
... ClearView in a time of significant change and potential. The opportunity to join a challenger brand with innovation at the core was a key driver in joining." "I'm looking forward to transforming the underwriting function to make it easier for advisers ...

Pension leaders urge US 401(k) plans to embrace private markets

ANDREW MCKEAN  |  THURSDAY, 26 JUN 2025
... landscape. The conference noted that the Australian superannuation system allocated 15-20% to private markets, with real estate a core holding. It noted funds are investing in data centres, urban development, green infrastructure, and housing solutions ...

Old challenges push asset managers to inflection point: Citi

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... putting investment where it creates most enterprise value (e.g. portfolio management and distribution) and delegating non-core functions, asset managers are freeing themselves to focus on what appears to truly differentiate: investment performance, client ...

Shaw and Partners splashes $63m for New Zealand expansion

MATTHEW WAI  |  TUESDAY, 24 JUN 2025
... business, JMI Wealth, will rebrand to Shaw and Partners Financial Services., while its investment platform will remain a core part of the group's offering, Devon Funds will, however, continue to operate under its name, retaining independence and local ...

Global X scales higher on the ETF issuer podium

ANDREW MCKEAN  |  MONDAY, 23 JUN 2025
... Financial Group, is also charging forward with plans for more launches in the second half of the year, targeting lower-cost core exposures that investors use as portfolio building blocks. Financial Standard reported last week on a potential Global X ...

En garde: New fund eyes Vanguard, Betashares' turf

ANDREW MCKEAN  |  THURSDAY, 19 JUN 2025
... grip over the ETF industry, commanding the lion's share of funds under management (FUM) - thanks largely to their flagship core, low-cost equity exposures. However, Financial Standard understands that Global X may plan to challenge the incumbents where ...

Small industry super funds beat giants on trust, service, value

ANDREW MCKEAN  |  WEDNESDAY, 18 JUN 2025
Small industry super funds lead on trust, service, and value for money, according to CoreData's annual member engagement survey. CoreData research consultant Alana Devitt told Financial Standard that members' trust in small industry funds is built through ...

Boutiques wield independence, specialisation over larger managers: Research

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
... Vanguard managed US$22 trillion between them. Some 40% of boutiques believe that asset class specialisation is one of their core competitive strengths, while 30% said their focus on a small number of strategies is core to their offering. Nearly a third ...

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025
... spearheading the launch of Zenith's Mosaic platform. He has worked closely with managed account clients and served as a core member of Zenith's investment committee, where he guided multi-asset solutions and portfolio governance at scale At Ascalon ...