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Showing 601 - 610 of 3756 results for "Alternative"

Former adviser misled ASIC during investigation: Court

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... unlisted McFaddens Securities shares to clients between 2015 and 2021. The shares included pre-IPO companies like Steppes Alternative Asset Management, Trinus Impact Capital, and ASAF Critical Metals and its local, now defunct subsidiary Aus Streaming. ...

ASIC, APRA slam premium hikes

KARREN VERGARA  |  FRIDAY, 15 DEC 2023
... annum, with no additional work to be done. However, in the client's interest, the financial planner will look at alternative policies with other insurance companies to offset this higher cost," he said. "The client's health is an important consideration ...

JPMAM to bring more alts strategies to wholesale investors

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2023
Local wholesale investors will have greater access to alternative investments thanks to a new partnership between J.P. Morgan Asset Management and iCapital. JPMAM said the new union demonstrates its global strategic priority to democratise alternatives ...

Vale John Quessy

ANDREW MCKEAN  |  TUESDAY, 12 DEC 2023
... director and Independent Education Union (IEU) secretary John Quessy has passed away. Quessy served as a director and alternative director for nearly 20 years at the industry fund, until he retired this year. "Our heartfelt thanks go to John for his ...

Federal Court approves BT Super $30m settlement

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
... members of the Funds". Therefore, BTFM "did not appropriately manage the conflict of interest" and could have sought alternative investment strategies that offer higher expected returns on members' money. About 15,000 group members, who were with ...

Local housing market to reach inflection point: Research

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
... to sell their properties in the next 12 months. This is due to the changing market dynamics and investors seeking alternative investment strategies, Resolve Finance said. "Furthermore, 9% of investors are planning to renovate and flip their investment ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... some clients to establish a self-managed superannuation fund to do so when doing so was less cost-effective than an alternative option. One such client had financial difficulties, with not enough in the SMSF to cover insurance payments, while facing ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
Financial advisers are feeling energised by private markets as fund managers pave the way to make opportunities accessible not only to sophisticated investors but also retail clients more than ever. Diversification, enhanced returns, and improved accessibility ...

Vanguard sells outsourced CIO arm to Mercer

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2023
... the not-for-profit sector, and client-centric approach complements our global capabilities across OCIO and managing alternative asset classes," Mercer US investments and retirement leader Marc Cordover said. "We know institutional investors, and not-for-profit ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... unique needs include tailored portfolio construction and management services, ESG investments, access to bespoke, alternative, and non-retail investment opportunities. In addition, they require consolidated reporting, structured giving expertise, estate ...