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| | | ... the super fund must hold $10 million in assets to be treated as a wholesale investor," they told the recent AFCA Member Forum. "Further, Section 761G (7) - which sets out an assets, income or investment threshold wholesale test - specifically does not ... |
| | | | Royal London Asset Management has appointed a Sydney-based regional sales head to expand the firm's footprint in Australia. The UK active investment manager named Kevin Haran to assume the newly created role. Haran will be responsible for establishing ... |
| | | | ... 2 could be up to $320 million - while Release 1 will cost about $105 million and $125 million. Speaking at the Investor Forum on Wednesday, ASX chief executive Helen Lofthouse provided an update on the five-year roadmap laid out in 2023, claiming the ... |
| | | | Eighteen finfluencers have received warnings from ASIC for promoting high-risk products and providing unlicensed financial advice. The warnings were part of a Global Week of Action Against Unlawful Finfluencers, which saw ASIC participate in a coordinated ... |
| | | | ... just 28% of total market capitalisation. Mawhinney, speaking at the Allan Gray Australia and Orbis Investments investment forum, noted that the Hateful Eight generated a 35.6% return over the past year, while the remaining 292 stocks in the ASX 300 scraped ... |
| | | | ... Private Wealth, Ceh Investments and Hosking Financial Services have been expelled as members. AFCA told its recent Member Forum that calculating a client's financial loss "can be complex" and that it doesn't rely on the capital loss approach. ... |
| | | | Otivo has launched a new AI-powered advice tool that will give Australians "licensed financial advice" named Ask Otivo. The digital advice platform said the two-way, real-time advice tool is Australia's first AI-powered platform that will provide personalised ... |
| | | | ... Australia is in a unique situation as it leads when it comes to educating females based on metrics by the World Economic Forum. But their representation falls behind in the workforce. According to the Global Gender Gap Index, Australia lags it comes ... |
| | | | ... companies, superannuation, and member-based organisations. These include Pengana International Equities, Sydney Financial Forum, Active Super, ACT Treasury and chairs the Australian CFA Diversity Council. "Sandi has a passion for innovation, diversity ... |
| | | | ... the driver's seat, NSW Treasury Corporation chief economist Brian Redican said at the Financial Standard Chief Economists Forum. Redican said monetary policy is no longer the only game in town, for example, noting that President Trump's tariff decisions ... |
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