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Showing 761 - 770 of 5945 results for "Short"

NGS Super launches retirement savings strategy

CASSANDRA BALDINI  |  WEDNESDAY, 1 NOV 2023
... will also need to help their older members start to draw down on their savings in a way that best meets their needs. In short, funds are going to need to do more. One area of important need is financial advice." Jones explained that the Retirement Income ...

Regal Partners buys stake in Taurus Funds Management

CASSANDRA BALDINI  |  WEDNESDAY, 1 NOV 2023
... resources sector. The merged entity will manage approximately $3 billion in resources-focused strategies, covering long and short equities, private credit and resources royalties strategies, with the ability to provide global resource companies with ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... advice firms laud the Quality of Advice Review's promises of drastically reduced scrutiny and red tape but have stopped short of saying that they will re-enter the retail client space. JBWere Australia began exiting the retail client demographic ...

'Critical shortcomings' demand urgent action from trustees: APRA

ANDREW MCKEAN  |  TUESDAY, 31 OCT 2023
APRA deputy chair Margaret Cole has sounded the alarm on gaps in superannuation trustees' plans to assist the "tidal wave of fund members" heading toward retirement. At the Australian Financial Review's Super and Wealth Summit today, Cole outlined ...

Power50: Most influential advisers named

STAFF WRITER  |  MONDAY, 30 OCT 2023
Now in its 10 th year, the Financial Standard Power50 list showcases the most influential financial advisers in the country in 2023. Financial Standard has released its annual Power50 list, comprising a vibrant and diverse mix of familiar faces and ...

Adviser numbers steady, but shortfall predicted

CHLOE WALKER  |  MONDAY, 30 OCT 2023
With the number of financial advisers stabilised at around 16,000 after falling 43% from its December 2018 peak, forecasting by Rainmaker Information has sought to determine whether demand for advice over the coming decade can be met. According to Rainmaker ...

Local fund managers lag global peers: FSC

CHLOE WALKER  |  FRIDAY, 27 OCT 2023
... standards, but is missing out on the opportunity to manage offshore due to regulatory and tax policy settings that fall short of international peer comparisons," Briggs said. "The significant foreign capital managed in other financial centres is not ...

Super member loyalty on the rise: Data

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2023
Loyalty among superannuation fund members is at a three-year high, with just 18% now intending to take their retirement savings elsewhere. That's according to the latest CSBA FEAL Superannuation CX Benchmarking report, which surveyed more than 7200 ...

Fidelity launches global long-short fund to Aussie market

CASSANDRA BALDINI  |  WEDNESDAY, 25 OCT 2023
Fidelity International has launched its long-short fund to the local market in response to client demand. The Fidelity Global Long Short Fund will be overseen by portfolio manager Dmitry Solomakhin, who is based in London. Fidelity said the fund employs ...

Magellan chief executive quits

CASSANDRA BALDINI  |  WEDNESDAY, 25 OCT 2023
... development of a new employee accountability and alignment model. According to Formica, the model is designed to offer staff short-term and long-term incentives that align with the goal of achieving positive outcomes for clients and shareholders. It ...