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| | | HUB24 is in the process of acquiring of one of EQT Holdings' trustee business, HTFS Nominees, as the platform reports a bump in funds under administration (FUA) to $152.3 billion. HTFS Nominees became trustee of HUB24 Super in 2020, replacing Diversa ... |
| | | | ... building blocks" in advised portfolios. Within managed accounts, advisers allocated 29% of new flows to ETFs, while more than one in four advisers increased ETF allocations, the report said. The report noted that the rapidly growing managed accounts ... |
| | | | ... outcomes. Following ASIC's review 39 issuers made changes to their target markets; 46 issuers improved website content, with one issuer amending almost 1000 webpages; 44 issuers improved their client onboarding questionnaires, with many issuers making ... |
| | | | ... Group (DigitalBridge). Previously, the two firms co-invested in US-located Switch Data Centres, in 2023. Representing over one quarter of Aware Super's total infrastructure portfolio, the transaction brings the fund's digital infrastructure investments ... |
| | | | ... the world. Oxfam estimated billionaires are 4000 times more likely to hold political office than ordinary citizens. "When one billionaire can spend hundreds of millions of dollars to shape political conversations, it shows how extreme wealth can translate ... |
| | | | ... of this money into Shield. The complainants then submitted a complaint to AFCA as they felt the advice was inappropriate. One of the complainants received insurance advice that wasn't completed properly, resulting in a loss of trauma insurance. MWL did ... |
| | | | ... financial institutions that exclude lending and investing in certain operations, like fossil fuels and weapons manufacturing. One such bill was introduced in Texas in 2021 and implemented in 2022, boycotting several institutions including 10 major banks. ... |
| | | | ... promoted a Sydney staffer to managing director. Lisa Rose has started a new position as managing director of private wealth just one year after being appointed principal at the US$1.2 trillion private equity giant. Rose was Blackstone's first private ... |
| | | | ... national gender gap in financial literacy is more severe than peer countries, such as the US, Germany and the UK. "More than one in three Australian adults are financially illiterate and, worryingly, women consistently score lower than men - with Australia's ... |
| | | | ... with similar lifetime income would pay similar tax rates regardless of whether they earn regular wages or have a volatile one-off gain," e61 research economist Matt Maltman said. "Improved technology including digital record-keeping, pre-fill, and improved ... |
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