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Showing 21 - 30 of 1159 results for "Trusts"

Active ETFs drew unprecedented flows in 2025: Morningstar

RIDDHIMA TALWANI  |  THURSDAY, 5 MAR 2026
... step with passive ETFs, with the 2023 spike driven by the launch of ETF structures for some larger existing investment trusts," Morningstar said. Dimensional Fund Advisors was the dominant player in the active segment, with 25.6% of the market share. ...

MIS review ignores key issues: FAAA

KARREN VERGARA  |  TUESDAY, 3 MAR 2026
... no readily available markets and transparent pricing. The FAAA urged for greater controls and obligations for wholesale trusts as ASIC has very little data on these, yet registered retail trusts can readily invest in unregistered wholesale trusts where ...

Trump announces new US retirement plan

ELIZA BAVIN  |  FRIDAY, 27 FEB 2026
... these plans and existing employer plans with no match, up to $1000 annually. According to research from Pew Charitable Trusts, around 56 million Americans do not have access to a retirement savings plan at work. Treasury Secretary Scott Bessent said ...

JANA named implemented consultant for TasBuild

ANGELIQUE MINAS  |  WEDNESDAY, 11 FEB 2026
... and construction industry in Tasmania, TasBuild will receive advice on managing long service leave funds and redundancy trusts targeting specific funding ratios. Under the partnership, JANA will offer holistic investment advice, portfolio construction ...

JANA hires from Russell Investments

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
... liability-aware sectors. This includes general, life and private health insurers, plus long service leave and redundancy trusts. In this role, Lonergan will work with organisations to help meet their investment goals by matching JANA's investment ...

Oxfam calls for net wealth tax

ELIZA BAVIN  |  MONDAY, 19 JAN 2026
... seven times over. The anti-poverty organisation also called for ending the capital gains tax discount for individuals and trusts and instead taxing the income from capital gains on investments like we income from work. It also asked the government to ...

Forrests' donation crowns WA as most generous state: KPMG

KARREN VERGARA  |  TUESDAY, 13 JAN 2026
... by far and takes the Minderoo Foundation's endowment to about $7.6 billion - the largest of Australia's foundations and trusts," Philanthropy Australia said at the time. "The gift follows on from the Forrests' 2013 pledge to donate at least half of their ...

Why a single insto client is a massive business risk

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... your business." Aoris targets family offices, ultra-high-net-worth investors, and offers direct investments such as unit trusts and managed accounts, and indirectly via financial advisers. Super funds increasingly moving money to be managed internally ...

Aussie executive tapped for top Kiwi job

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... appointed chief executive officer of the Auckland-based asset manager that runs about $8 billion on behalf of community trusts, charities, KiwiSaver schemes, corporate pension schemes and high-net-worth individuals. Before taking on the new role, Stanford ...

Tyndall Asset Management calls time

KARREN VERGARA  |  TUESDAY, 2 DEC 2025
... has a 10-person investment team, investing on behalf of institutional, private and superannuation clients, and charitable trusts. In 2021, Tyndall, when it was the local funds management business of Nikko Asset Management, was sold to Yarra Capital. ...