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Showing 291 - 300 of 1436 results for "ROA"

ASIC sets out limited advice expectations

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
ASIC has provided a roadmap for financial advisers to ensure that they do not breach their limited advice obligations. The corporate regulator has spelled out how not to breach limited advice regulation in the new information sheet INFO 267: Tips for ...

Macquarie AM acquires logistics real estate portfolio

ANNABELLE DICKSON  |  TUESDAY, 23 NOV 2021
Macquarie Asset Management acquired a €63 million portfolio of CityFlex properties in Poland from commercial real estate developer 7R on behalf of one of its managed accounts. The 80,000 square metre last-mile logistics portfolio is comprised of four ...

PADUA closes capital raise

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
The financial advice software company completed a $9.8 million capital raising with significant input from institutional investors. Acorn Capital provided a $4 million investment while Microequities' Private to Beyond the IPO fund and PADUA's corporate ...

ASIC outlines ROA guidance

ANNABELLE DICKSON  |  FRIDAY, 5 NOV 2021
The corporate regulator released examples of Records of Advice (ROA) to provide clarity to financial advisers and licensees on their obligations when using them for clients. The information sheet, INFO 266 FAQs: Records of Advice, provides answers to ...

Governments must act on net zero: Morningstar

ANNABELLE DICKSON  |  WEDNESDAY, 3 NOV 2021
Asset managers around the world are working hard to turn their investment strategies into measurable emissions reductions, but must be attuned to the risk of net zero washing, new research says. Morningstar's latest report, Asset Managers and Net ...

End of the road for Dollarmites

KARREN VERGARA  |  MONDAY, 25 OCT 2021
Commonwealth Bank has ditched its 90-year-old Dollarmites program after the state governments' banning of school banking schemes. The New South Wales government is the latest to jump on board and ban bank-run marketing schemes in classrooms after ...

HESTA pushes for net zero legislation

KARREN VERGARA  |  FRIDAY, 22 OCT 2021
The federal government's refusal to commit to net zero by 2050 will lead to Australia losing a massive amount of green foreign investment, superannuation fund HESTA warned. At a recent Investor Group on Climate Change event, HESTA chief executive Debby ...

Rest firms up net zero pathway

ELIZABETH MCARTHUR  |  THURSDAY, 21 OCT 2021
Industry fund Rest has released its roadmap to net zero and scenario analysis on the impact of climate change on investment returns. The scenario analysis is part of what Rest member Mark McVeigh requested from the fund when he took it to court for ...

Real Asset Management to list REIT, makes hire

ANNABELLE DICKSON  |  MONDAY, 18 OCT 2021
The wealth and asset manager is set to list its essential services REIT and has appointed the former MA Financial Group head of technology as chief technology officer. After first f lagging the listing in December last year, the firm will list the RAM ...

IOOF restructures technology division

ANNABELLE DICKSON  |  FRIDAY, 8 OCT 2021
Following the completion of the acquisition of MLC, IOOF shifted the responsibilities of technology which has led to the departure of its chief information officer. Sharam Hekmat held the position for nearly five years and was responsible for managing ...