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Showing 51 - 60 of 576 results for "Directed"

Trump inaugurated as 47th President

ELIZA BAVIN  |  TUESDAY, 21 JAN 2025
... Journal exclusive from earlier in the day that described a Trump memo indicating no immediate tariffs. Rather, the memo directed federal agencies to study trade policies and evaluate the trade relationships with China, Canada and Mexico." RaboResearch ...

BlackRock settles lawsuit for 'misleading consumers'

ANDREW MCKEAN  |  MONDAY, 20 JAN 2025
... focusing on maximum return, this settlement ensures that only investors who make a knowing choice will see their assets directed toward these non-financial goals," Skrmetti said. A BlackRock spokesperson told Financial Standard : "We're pleased to resolve ...

WA financial planning firm acquired by US insurance broker

MATTHEW WAI  |  MONDAY, 13 JAN 2025
... Hartley, Janusz Mazurek and Adrian Whitaker, as well as their team will remain in their current location. They will be directed by Gallegher chief executive of benefit services Graham Campbell to operate across its benefit and HR consulting businesses ...

Schroders shutters local private debt arm

JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2024
Schroders has confirmed its Australian private debt division will close, saying its efforts are better directed elsewhere. Schroders Australia is terminating its local private debt strategy, which was launched in 2020 when it established its private ...

Half of advice, super complaints result in no remedy

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... investment and advice complainants. The top three products for investments and advice complaints were shares (52%), investor directed portfolio services (11%), and other managed investments (7%). The category "other managed investments" includes managed ...

JP Morgan subsidiaries fined $230m by regulator

JAMIE WILLIAMSON  |  FRIDAY, 1 NOV 2024
... conflicts of interest, the SEC explained. In order to conduct the trades, the SEC found that a JPMIM portfolio manager directed an unaffiliated party to buy commercial paper or short-term fixed income securities from JPMS for JPMIM to then buy on behalf ...

Global equity, AREIT managers biggest underperformers: S&P Dow Jones

KARREN VERGARA  |  TUESDAY, 29 OCT 2024
... into index-tracking funds. "In Australia the bulk of investor inflows into exchange-traded funds are continuing to be directed into index funds, which now account for more than 91% of total Australian ETF industry assets," he said. "We estimate there ...

Choice products continue to overshadow MySuper: APRA

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... to be placed. "This includes determining an appropriate target market and ensuring the distribution of the product is directed towards this target market," APRA said.

APRA calls out high-cost super platforms

ELIZA BAVIN  |  TUESDAY, 24 SEP 2024
... Regulatory Guide 274. This includes determining an appropriate target market and ensuring the distribution of the product is directed towards this target market," APRA said. "In the case of platform products, this is likely to be conditions that help ...

Rising HNW numbers fuel need for specialist advice

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
... include estate planning, tax optimisation, and investment strategy reviews... Additionally, as more investors take a self-directed approach or seek episodic advice, the role of advisers in providing targeted, specialised advice becomes even more critical," ...