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| | | A new platform has launched in Australia today for high-net-worth families, to assist them in organising intergenerational wealth transfers. HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional ... |
| | | | After receiving approval from unitholders to create a new class of units for several of its funds, Fidelity International will launch four active ETFs by June 3. Earlier this month, Financial Standard reported Fidelity's plans to expand its range of ... |
| | | | ... provider of personal advice for at least 10 years between 1 January 2007 to 31 December 2021, and had a clean disciplinary record as at 31 December 2021. The adviser should also pass the mandatory exam by 1 January 2022 or 1 October 2022 if they were ... |
| | | | Investors' appetite for private market strategies appears to be waning as capital raisings fail to keep pace with the frenzied demand in 2023. According to a new report from bfinance, Manager intelligence and market trends, global private markets ... |
| | | | ... a leading name in fixed income. She noted that the strategy is popular with institutional clients and has a long track record of delivering fixed income solutions that meet investment objectives without excessive risk. "With interest rates now back to ... |
| | | | ... diversifying our investments across various development projects and real estate sub-sectors," Kotak said. "Given continued record migration, our investment strategy remains unchanged, which is to fund high-quality residential developments to meet the ... |
| | | | New research suggests superannuation funds need to focus more on attitudinal and behavioural insights if they're to improve engagement. The latest CSBA FEAL Superannuation Experience & Engagement Benchmark expanded its coverage to survey super fund ... |
| | | | ... the country also create wills and estate plans and hold them for safekeeping, none have our volume, and few would have a record of nearly 140 years of providing continuous service and security for those documents," Equity Trustees executive general manager ... |
| | | | ... Conversely, investments in non-sensitive sectors will be streamlined and approved faster for investors with a good compliance record. Treasury will assess the investor, the target of their investment, and the structure of the transaction. This comes ... |
| | | | ... phase of the firm's growth. "With additional capital and a value-add partner, we look forward to extending our strong track record, while continuing to develop the culture and team that have contributed to our success," he said. Co-head of Goldman Sachs ... |
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