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Showing 31 - 40 of 654 results for "Reference"

Special feature: Shaping private markets

ELIZABETH FRY  |  TUESDAY, 29 JUL 2025
... European distressed debt post-pandemic. Instead of relying solely on manager-provided valuations, custodians can cross-reference data against similar assets, market conditions, and performance patterns to verify or challenge those numbers. Schiavon's ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
ASIC is suing Fortnum Private Wealth for allegedly failing to manage and comply with its cybersecurity obligations that exposed the information of its financial advisers and clients. In the NSW Supreme Court, ASIC alleges Fortnum exposed its authorised ...

Airlie calls time on Concentrated Share Fund

KARREN VERGARA  |  FRIDAY, 20 JUN 2025
Airlie Funds Management will shutter its Concentrated Share Fund next week following a review. Magellan Asset Management as responsible entity said: "Given the Fund's small size, which impacts the expense ratio charged to unitholders in the fund ...

Resilient job market reduces rate cut probability: Experts

MATTHEW WAI  |  FRIDAY, 20 JUN 2025
... is justified, and only one rate cut is actually warranted. The situation in the US provides an interesting point of reference. "After the Federal Reserve held rates... the market is now predicting two rate cuts in the US for the remainder of the year... ...

Labor proposes changes to ancillary funds

KARREN VERGARA  |  WEDNESDAY, 11 JUN 2025
... Productivity Commission's recommendations in the Future foundations for giving final report and the Blueprint Expert Reference Group in its Not-for-profit Sector Development Blueprint. In its review, the Productivity Commission did not give a preferred ...

Former financial adviser charged in alleged $160k super fraud case

ANDREW MCKEAN  |  FRIDAY, 9 MAY 2025
Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs). A statement from Police NSW said ...

NZ Super recognised for two decades of outperformance

JAMIE WILLIAMSON  |  TUESDAY, 6 MAY 2025
... Fund chief executive Jo Townsend said. "In addition, our active investment strategies have also outperformed both our Reference Portfolio benchmark and our long-term performance expectations." Maintaining long-term, growth-oriented investment strategies ...

Australia can lead energy transition, climate investing: Panel

KARREN VERGARA  |  THURSDAY, 27 MAR 2025
Australia should seize the next four years as an opportunity to be a leader in climate investing and the energy transition by taking advantage of the US President Donald Trump's hardline anti-ESG stance, a panel of experts say. Australia has the ...

My Dealer Services partners to enhance adviser education

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
... network. The educational partnership provides My Dealer Services (MDS) adviser members with the "most up to date" technical reference and guides across superannuation, tax, self-managed super funds, aged care, social security and estate planning. Members ...

Iress enhances US equity market data feed with Cboe

MATTHEW WAI  |  FRIDAY, 21 MAR 2025
... One Feed. The Cboe One Feed, available for all QuantHouse clients, is a consolidated data feed that provides real-time reference quotes and trade data from Cboe's US equity exchanges. On average, the feed quotes are within 1% away from the National Best ...