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Showing 21 - 30 of 3635 results for "Whether"

Cole puts funds on notice as expenditure data is revealed

ELIZA BAVIN | WEDNESDAY, 30 OCT 2024

... closely at super funds' spending. "The scale of expenditure in a particular category is not necessarily a measure of whether the expenditure is good, bad, or appropriate. Some very large items of expenditure may be justifiable as being in the best ...

Gap exists between licensees' AI use and governance processes: ASIC

MATTHEW WAI | TUESDAY, 29 OCT 2024

... clear that all risks were accounted for. Meanwhile, for those relying on existing policies, ASIC said it was not clear whether this was the result of a deliberate decision. ASIC chair Joe Longo believes the adoption will ultimately influence how AI impacts ...

APRA questioned on super performance test

ELIZA BAVIN | FRIDAY, 25 OCT 2024

APRA has been questioned by the House of Representatives around how it monitors superannuation fund performance and whether there should be more focus on fees over returns. Independent MP Allegra Spender questioned APRA deputy chair Margaret Cole on ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN | THURSDAY, 24 OCT 2024

... absorb and feel comfortable with ensures that, by the time they seek advice, they have a solid foundation, he said. On whether any efficiencies or strategies have been incorporated to streamline the process of bringing in family members into the advisory ...

Down but not out: Busting defined benefit myths

ANDREW MCKEAN | WEDNESDAY, 23 OCT 2024

... regulatory oversight, and careful financial planning, she said. One key challenge is that, as the funds shrink over time-whether through payout obligations or mergers-the operational and administrative costs remain constant, putting pressure on sustainability. ...

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN | WEDNESDAY, 16 OCT 2024

... but the number who use a financial adviser remains low. "It's so important to pre-empt and plan for future challenges, whether they're related to government policy issues, legislative changes, using the right tools and knowledge to impact tax as salary ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN | TUESDAY, 15 OCT 2024

... million in FUM may find that they can only offer a limited range of models, such as growth or balanced, regardless of whether they're the best fit for each client's needs. He said the key difference with this new offering is that it allows advisers to ...

New shareholder, governance services firm enters market

MATTHEW WAI | THURSDAY, 10 OCT 2024

... and management teams are seeking partners who can provide deep expertise in navigating shareholder approval processes, whether for M&A transactions or annual general meetings," Stanghieri added. "PGS Advisers is positioned to be that trusted partner ...

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI | TUESDAY, 8 OCT 2024

... changes to superannuation and with an increasing number of people wanting to manage their own retirement funds," he said. "Whether they're mum and dad investors, people preparing for their retirement or higher net worth individuals, our advice is ...

Regal renews Platinum takeover talks

MATTHEW WAI | FRIDAY, 4 OCT 2024

... Regal said the purpose of the due diligence will further "establish the merits and value of the proposed combination", and whether an improved offer is beneficial to its shareholder. Platinum, on the other hand, said it has entered a mutual due diligence ...

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Keystone Asset Management to be wound up

JAMIE WILLIAMSON

Keystone Asset Management will be liquidated, as ASIC investigates exactly what's happened to funds invested in the Shield Master Fund.

Sally Auld to take on chief economist role at NAB

ELIZA BAVIN

Alan Oster will retire from NAB after 32 years in the chief economist role, with Sally Auld set to replace him - creating another open position at JBWere.

Praemium partners to bring structured products to HNWIs

MATTHEW WAI

Praemium inked a deal with Stropro, an alternative investment platform, to offer financial advisers improved access to structured products to better meet the evolving needs of their high-net-worth (HNW) clients.

Nuveen extends private credit fund to Australian investors

ELIZA BAVIN

The global asset manager's private credit income fund will now be available to Australian wholesale investors.

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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

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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

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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

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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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