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| | | ... financial markets. Haslinger noted that trend following investing thrives when there are sustained trends emerging in the market. She gives the example of the Global Financial Crisis when the equity market collapsed for a substantial period of time ... |
| | | | ... retirement, say their confidence level goes up, but there is still the odd, you know, 30% that we really need to work hard on," she said. "So how do we do it? I think advice is essential, but it's got to be scalable and accessible. That's why ... |
| | | | ... the appointment of Beatriz Marchueta as regional manager for Victoria, South Australia and Tasmania. Reporting to Inifer, she covers adviser, family office and high-net-worth clients. Before joining Alexander Funds, Marchueta was a national investment ... |
| | | | ... involved in a project which resulted in the superannuation of hundreds of Australians being invested into a high-risk scheme," she said. "Instead of the tailored financial advice that was promised, we will seek to allege MWL provided pre-determined advice ... |
| | | | ... Her experience spans advice, governance and senior leadership roles throughout the financial services sector. Most recently she was head of advice delivery at AIA Financial Wellbeing. She has also held roles at Commonwealth Bank, Crowe Horwath, Westpac ... |
| | | | ... consistently in the best financial interests of members. This isn't an expectation as such. It is a legal obligation," she said. "One area that APRA has been concerned that some funds might not be meeting their best financial interest duty is in ... |
| | | | RBA assistant governor (financial system) Brad Jones has told the ASFA Conference 2025 that the size of Australia's superannuation system is a "national asset" but warned that funds need to take proper measures to protect it. "Historically, the super ... |
| | | | Mercer Investments is culling four international equities options that sit within its Managed Portfolio Series Funds. Mercer's Blended Global Equities Hedged MPS Fund, Guardcap Global Equity MPS Fund, T. Rowe Price Global Focused Equity MPS Fund ... |
| | | | ... reform that will make the system fairer for every Aussie worker. The advocacy piece is done; now our focus is on delivery." She added that ASFA has chosen to make a lot of the material freely available to both members and non-members, in the interests ... |
| | | | ... worst impacts of climate change. To do that, we need government intervention to make sure the policy settings are right," she said. Together with RIAA, GSIA members include the UK Sustainable Investment and Finance Association (UKSIF), US Sustainable ... |
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