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Showing 451 - 460 of 4130 results for "Rob"

Robeco launches two new strategies

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
Robeco is strengthening its position in transition investing with the launch of two new equity strategies for institutional investors, and the repositioning of two fixed income strategies. Robeco said the strategies allow investors to tap into the growth ...

Insignia Financial overhauls operating model, executive team

JAMIE WILLIAMSON  |  THURSDAY, 11 JUL 2024
Just a day after denying it has engaged Citi to consider takeover offers, Insignia Financial has overhauled its entire operating model and executive lineup. Insignia Financial is moving away from its current functional operating model and introducing ...

Advisers encouraged to embrace AI

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
The Investment Trends Adviser Technology Needs Report found financial advisers are showing a strong demand for better technology integration as they look to consolidate their tech stacks. Interestingly, the survey found the adoption of artificial intelligence ...

Global outfit acquires Vasco Trustees

JAMIE WILLIAMSON  |  MONDAY, 8 JUL 2024
Vasco Trustees is to be bought by diversified financial services group TMF Group. Melbourne-based Vasco Trustees has been acquired by the group, which boasts more than 125 offices across 87 jurisdictions, offering employee, financial and legal administration ...

AAT slashes adviser ban

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... services. In some cases, Betalli's recommendations were not in accordance with his clients' risk profile. Tribunal member Rob Reitano reduced the ban for several reasons, including the fact that there was no evidence of financial loss to clients. ...

First advice reform bill passes parliament

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
The first tranche of the Delivering Better Financial Outcomes (DBFO) legislation passed both the upper and lower houses yesterday. Treasury Laws Amendment (Delivering Better Financial Outcomes and Other Measures) Bill aims to reduce red tape for financial ...

Aware Super delivers 11.02% to default members

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
Aware Super's default High Growth investment option returned 11.02% for FY24, home to about 70% of its membership. The High Growth accumulation option - a lifecycle product - is Aware's default offering and has more than 750,000 of its 1.1 million members ...

APRA heightens expectations around trustees' spending

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
APRA reissued guidance around strategic planning and member outcomes, placing a clearer focus on superannuation members' interests when it comes to fund expenditure. The regulator updated Prudential Standard SPS 515 Strategic Planning and Member Outcomes ...

Retirement Income Covenant still weak: APRA, ASIC

KARREN VERGARA  |  TUESDAY, 2 JUL 2024
Superannuation funds continue to grapple with their retirement income strategy obligations, citing financial advice regulation uncertainty, costs, and the lack of member engagement as major barriers. This is according to joint oversight by ASIC and ...

Family office buys into WNBL potential

JAMIE WILLIAMSON  |  TUESDAY, 2 JUL 2024
The family office of Tesla chair Robyn Denholm, Wollemi Capital Group, has partnered with the National Basketball League (NBL) to acquire the Women's National Basketball League (WNBL) from Basketball Australia. Wollemi Capital Group and the NBL have ...