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Showing 651 - 660 of 3538 results for "CORE"

Australians want super safeguard: ISA

CASSANDRA BALDINI | MONDAY, 3 APR 2023

... retirement. ISA said the government has "wisely" mirrored the community's definition of super by putting preservation at the core of its legislated objective and added two-thirds of Australians agree that super should only be accessed before retirement ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA | FRIDAY, 31 MAR 2023

... values," he said. "[Morningstar] is the only notable research house that doesn't accept fees from fund managers. It's core to our business model." As a result, this enables Morningstar to grade a negative rating to products and "not be fearful". ...

UBS swaps out chiefs amid Credit Suisse acquisition

CASSANDRA BALDINI | THURSDAY, 30 MAR 2023

... improved resilience by putting its leading global wealth and asset management business, and Swiss universal bank, at its core. Ermotti further transformed the investment bank by cutting its footprint and established a culture change that allowed it to ...

Outflows, M&A batter active managers

KARREN VERGARA | THURSDAY, 30 MAR 2023

... than the other. "The best thing for the investors right now is to have a balanced portfolio of some index, which is your core portfolio, and some active or your bets," he says. "Active is going to give you your market return and will potentially give ...

Objective will not achieve any real purpose: IFPA

ANDREW MCKEAN | WEDNESDAY, 29 MAR 2023

... financial services Natasha Panagis suggested that the true purpose of super can be found in the existing sole purpose test. "The core objective of superannuation is better captured by the sole purpose test which simply requires that superannuation funds ...

Managed accounts achieve record inflows: IMAP

CHLOE WALKER | TUESDAY, 28 MAR 2023

... the robustness of the market. "Inflows of over $10 billionn in the past six months demonstrate that managed accounts are a core service for financial advisers to assist their clients target their goals and the market volatility of the past six months ...

Retirement officer roles critical in super funds

CHLOE WALKER | THURSDAY, 23 MAR 2023

... positions to retirement strategy. "We're starting to see these head of retirement roles be created, where there's that core accountability and responsibility for retirement, which makes it much easier to coordinate a holistic retirement strategy," ...

State Street buys outsourced trading firm

JAMIE WILLIAMSON | THURSDAY, 23 MAR 2023

... and growth depend on the ability to streamline processes, reduce costs and integrate infrastructure to allow more focus on core competencies of investment selection and alpha generation. "With the addition of CF Global Trading, we add scale and significant ...

DASH lands venture capital investment

ANDREW MCKEAN | WEDNESDAY, 22 MAR 2023

... the company needs to achieve for its clients with this latest round of funding. One goal is to enhance the platform's core, allowing the delivery of custodial SMS alongside its proprietary non-custodial service. The second objective is to provide ...

UBS throws $4.8bn lifeline to Credit Suisse

CASSANDRA BALDINI | MONDAY, 20 MAR 2023

... transaction to support marks, purchase price adjustments and restructuring costs, and additional 50% downside protection on non-core assets. Both banks have unrestricted access to the SNB's existing facilities, through which they can obtain liquidity ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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