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| | Iress has expanded its APAC wealth propositions team with several newly created roles, including a general manager of wealth propositions, head of partnerships, and head of digital advice. The financial services software business announced the appointment ... |
| | | ... as high-yielding, with the benefit of participation in carried interest - which also provides upside growth dependent on fund performance. |
| | | ... should also allow for the rationalisation of legacy superannuation and managed investment products so superannuation funds and fund managers no longer face significant barriers when transitioning consumers from legacy investment products to modern ones. ... |
| | | ... it's critical that our political leaders take bold steps to ensure the super-rich pay their fair share of taxes, so we can fund essential services like healthcare, education, and climate action - and build a fairer society for all." On the global ... |
| | | ... helm of the new entity, and Philippe Setbon, the current chief executive of Natixis IM, will become his deputy. The combined fund managers will have a major presence in Europe whereby 61% of AUM is located. Some 34% of AUM is in France, Italy, and North ... |
| | | Australian Unity has appointed Vijitha Yogavaran to the newly created role of fund manager for its Healthcare Property Trust (AUHPT), effective 20 January 2025. Yogavaran will assume responsibility for the oversight, management and external representation ... |
| | | ... March to combine the existing multi-asset businesses into one team left Blayney without a job. However, he remained with the fund in an advisory capacity until September. The high profile Blayney landed at Pendal in August 2017 from Aware Super where ... |
| | | HUB24 plans to shut down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options. The Xplore Wealth MDA has around $2 billion in funds under administration ... |
| | | The number of high-net-worth (HNW), core affluent, and mass affluent investors holding ethical and sustainable investments has roughly doubled over the past year, according CoreData. The CoreData research obtained by Financial Standard seeks to capture ... |
| | | ... markets following pandemic lows. Consequently, Investor TRF retail investors who did not switch and continued to hold their fund shares in taxable accounts faced historically larger capital gains distributions and tax liabilities and were deprived of ... |
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