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Showing 11 - 20 of 952 results for "Notes"

Canadian pension fund backs NEXTDC

RIDDHIMA TALWANI  |  TUESDAY, 7 APR 2026
... subordinated hybrid securities, supported by a binding commitment from La Caisse, the Quebec-based pension provider. The hybrid notes will have a non-call period of five years and a maturity of 100 years. The Data Centre-as-a-Service provider intends ...

Platform funds, mega funds to dominate: Mercer

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... the superannuation landscape and overtake the 'retail versus industry fund' debate. The 2026 Mercer Shaping Super report notes non-platform mega funds hold 39% of today's market share. This is expected to grow to 54% in nine years' time. These funds ...

AustralianSuper says no to leveraged gains, yes to stability

RIDDHIMA TALWANI  |  FRIDAY, 20 MAR 2026
... AustralianSuper chief liquidity officer Chandu Bhindi recently told the Australian Financial Review an avenue to issue bonds or notes through capital markets would give funds another valuable source of financing amidst intense market stress, providing ...

ASIC warns Gen Z against chasing unrealistic crypto gains

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
... Australians make decisions that work for them, not someone selling a product," ASIC said. It comes as Ecstra Foundation notes a decline in financial literacy has meant young people enter adulthood without the skills they need to manage money, avoid scams ...

Product showcase: Follow the leaders

STAFF WRITER  |  MONDAY, 9 MAR 2026
... with: an owner's mindset, frontline obsession and business insurgency," Ziller says. A fan of Zook's work, Ziller notes an example often cited by Zook, being MS Oberoi, founder of Oberoi Hotels. "He had a frontline obsession; well into his nineties ...

Product showcase: Strength amid noise

STAFF WRITER  |  FRIDAY, 20 FEB 2026
... clients - an institutional-grade private credit exposure historically accessible only to large global investors," Paton notes. "For many advisers, it sits between traditional fixed income and growth assets, offering income with materially lower volatility ...

HNWs, retirees key battlegrounds for platforms: SuitabilityHub

KARREN VERGARA  |  MONDAY, 16 FEB 2026
... scalability in client servicing," Peker said. North has introduced an AI note-taking assistant that generates structured file notes from client review meetings, while HUB24 launched the second generation of its capability, Engage, which turns reports ...

ASIC bans adviser who stole from super accounts

JAMIE WILLIAMSON  |  FRIDAY, 6 FEB 2026
... sticky-taped on the documents. The conduct impacted 12 clients and allegedly involved the creation of fictitious client file notes detailing conversations which purported to record some of his clients' consent to having the fees withdrawn. Valvo ...

New vertical integration model to sprout in 2026: Report

KARREN VERGARA  |  FRIDAY, 23 JAN 2026
... Predominantly starting as 'note-takers', these solutions all saw rapid growth. Solving the horrible job of doing file notes. Similar trends were seen in the medical and legal fields," the report said.

'Generous' UK State Pension reforms to hit expats

KARREN VERGARA  |  FRIDAY, 16 JAN 2026
... contributions you've made. So, nothing you hold in Australia - including super - affects the amount you get," he said. He notes that the UK State Pension is not tied to a profession as clients affected come from different industries. Rather, the ...