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| | | ... investment portfolio. The study gathered data from 421,000 SMSFs - 69% of all SMSFs - provided by BGL Corporate Solutions, Class, and SuperMate. The research also comes as SMSFs surpassed the $1 trillion milestone in November last year, where Burgess ... |
| | | | ... apply to the licensing arrangement, Russell said. "This milestone agreement allows Fidelity to continue to leverage best-in-class technologies, while allowing us to streamline and simplify our enterprise Sonata software platform for the betterment of ... |
| | | | ... consumers." The second phase is meant to simplify the best interest duty, remove the safe harbor steps, and introduce a new class of advisers. "But I reaffirm that we are committed to modernising the best interests duty and reforming statements of advice. ... |
| | | | Australia's superannuation assets have jumped 500% over the last 20 years and are on track to become the second-largest pension market globally by 2030, the WTW's Thinking Ahead Institute predicts. Australia's superannuation assets reached more than ... |
| | | | ... advice courses due to poor enrolment numbers. Jones said the reforms will complement the education requirements for the new class of financial advisers (NCAs). "We will ensure the pathway is aligned to enable the new class of adviser to transition into ... |
| | | | ... market," Luina said. "VAF represents a unique opportunity for investors to gain exposure to what we believe to be best-in-class venture capital managers, breakout companies, well-priced secondaries and high-potential co-investments. "Our institutional ... |
| | | | ... at the forefront of investment innovation and ensuring our capabilities, products, services, and insights remain best in class for Australian investors," he concluded. |
| | | | JANA Investment Advisers has taken steps to strengthen its research team through a series of new hires and promotions in response to strong business growth. Matthew Gadsden, who previously served as the head of global equities research, has been appointed ... |
| | | | Pinnacle Investment Management delivered a "flawless" performance in last six months, according to an analyst, across several metrics that include funds under management (FUM) jumping by 55% to $155.4 billion. FUM growth was backed by $6.7 billion of ... |
| | | | ... for the fund. Coller Capital head of Australia and New Zealand private wealth distribution David Hallifax said the asset class is gaining traction among its targeted investors. "Australian high-net-worth investors will now have access to a global platform ... |
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