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Showing 21 - 30 of 691 results for "SCOPE"

Qualitas secures additional $300m mandate

ELIZA BAVIN | THURSDAY, 27 JUN 2024

... activated at ADIA's discretion. Qualitas' co-investment in QDCI remains at $50 million. The mandate has a wide investment scope, focusing on Australian commercial real estate private credit market and senior credit strategies. "QDCI has performed well ...

ASIC appeals judge's call to not penalise Block Earner

JAMIE WILLIAMSON | TUESDAY, 18 JUN 2024

... regulations when it did not lead evidence to that effect... and drawing inferences favourable to the respondent as to the scope, effect and limitations of the legal advice without tender by the respondent of that advice." ASIC also said the judge erred ...

Platinum announces strategic review

ELIZA BAVIN | FRIDAY, 26 APR 2024

... were not immune to the affects of the general market sentiment and as such a formal strategic review would take place. "The scope of this review will be broad, including looking at options to build scale and/or convert to an open-ended fund structure ...

Vanguard backs current performance test

ANDREW MCKEAN | FRIDAY, 19 APR 2024

... for choice investment options isn't appropriate given the "differing nature" of choice members. Although not explicitly in scope for the performance test, Vanguard also recommended that the ATO YourSuper comparison tool should sort by fees, as it's "the ...

Financial services class actions surge

JAMIE WILLIAMSON | WEDNESDAY, 20 MAR 2024

... slavery reporting requirements will likely increase class action risk. "In line with our last Class Action Risk Report, the scope of ESG matters featuring in class actions continues to widen as more novel forms of class actions are filed that seek to ...

Taskforce suggests aged care funding be based on personal wealth

JAMIE WILLIAMSON | TUESDAY, 12 MAR 2024

... still have accumulated wealth and income streams when they need to access aged care services. As a result, there is more scope for older people to contribute to their aged care costs by using their accumulated wealth than in previous generations." It ...

Jo-Anne Bloch to chair CSLR

CHLOE WALKER | TUESDAY, 27 FEB 2024

... this intent is met through future amendments to the CSLR legislation, to provide further certainty to consumers about the scope of the CSLR. "As an interim step, amendments have been made to AFCA's authorisation so that, to the extent possible, complaints ...

Investment Trends ranks top five platforms

ANDREW MCKEAN | THURSDAY, 15 FEB 2024

... industry thematics such as managed accounts, cash, and retirement solutions. "All platforms have again delivered a significant scope of new functionality over the last 12 months," Investment Trends said. The report also commended AMP North as the "most ...

AI poses potential challenge to financial stability: Gensler

ANDREW MCKEAN | WEDNESDAY, 14 FEB 2024

... board meetings for material impact. He underscored the necessity for firms to clearly articulate to investors the role and scope of AI within their operations, including whether it's internally developed or externally sourced. "Investment advisers or ...

Aware Super restructures executive team

ANDREW MCKEAN | WEDNESDAY, 7 FEB 2024

... operating model. Meanwhile, Aware Super group executive of member growth Steve Travis will retain his role but with expanded scope through his leadership of the Acquisition, Connect and Grow, and Retire teams. Aware Super's Corporate Development ...

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HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN | 12:42PM

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.

Ethical investment holdings double: CoreData

ANDREW MCKEAN | 12:39PM

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.

VanEck to launch 'next evolution' long short ETF

MATTHEW WAI | 12:21PM

VanEck will list its first Australian equity long short ETF on the ASX, which aims to outperform the S&P/ASX 200.

Vanguard fined US$106m for investors' massive tax bill

KARREN VERGARA | 12:35PM

The Securities and Exchange Commission (SEC) charged Vanguard US$106.4 million for "materially misleading" investors in the Investor Target Retirement Funds (Investor TRFs) about their future tax liabilities.

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Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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