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Showing 61 - 70 of 11347 results for "May"

First Sentier makes leadership appointments

ELIZA BAVIN | FRIDAY, 29 NOV 2024

... APAC, as the new global head of distribution and marketing. Moore has been with First Sentier Investors since June 2010. In May 2020, he was appointed global head of distribution and relocated from Sydney to London. Prior to this role, he served as managing ...

'But for' compensation methodology unfair: FAAA

KARREN VERGARA | FRIDAY, 29 NOV 2024

The methodology used to calculate compensation for victims of bad financial advice appears to factor in 'opportunity costs' and has drawn the ire of advisers, calling it "unfair" and "unsustainable" for the industry. The "but for" methodology ...

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA | FRIDAY, 29 NOV 2024

... (AFCA) Shail Singh told delegates that he has not yet come across complaints involving advice documents produced by AI and may not. Ultimately, there's an AFSL that's responsible for the conduct, he said, noting that it doesn't matter how ...

Regulators warn of possible issues with FAR reporting

ELIZA BAVIN | THURSDAY, 28 NOV 2024

... notification of prescribed responsibilities, including responsibilities associated with prescribed positions. "Accountable persons may hold general responsibilities in addition to any prescribed responsibilities and positions, and these responsibilities ...

Advisers put faith in global equities, small caps in 2025

MATTHEW WAI | THURSDAY, 28 NOV 2024

... asset class in the next six months. However, despite the bullish outlook, advisers have flagged concerns that global markets may be becoming too expensive, with 26% citing high valuations as the leading concern, followed by economic slowdown (23%) and ...

Super funds 'playing to their strengths' in private markets

ELIZA BAVIN | WEDNESDAY, 27 NOV 2024

... valuations being less frequent compared to public assets and a lack of regulatory oversight. "A sharp, sudden economic jolt may see listed equities devalued instantaneously; private assets, meanwhile, may not be revalued for months thereafter," it said. ...

Can technology help advisers service the masses?

KARREN VERGARA | TUESDAY, 26 NOV 2024

Financial advisers who choose to serve the masses instead of specialising must reckon with how to leverage technology to make this possible amidst the influx of wealth Australians do not know how to plan for, according to industry experts. A panel of ...

Insignia completes MLC, NAB separation

JAMIE WILLIAMSON | TUESDAY, 26 NOV 2024

... be done before the transitional services agreement Insignia signed with NAB in taking over MLC is finalised, scheduled for May 2025, it flagged. "As part of this transition, Insignia Financial has also moved the Corporate and MLC general ledger to Workday ...

$3m super tax faces uncertain future

ELIZA BAVIN | TUESDAY, 26 NOV 2024

... unrealised capital gains from the tax burden and indexing the threshold, to name two, this hugely unpopular legislative piece may be delayed until after the federal election," he said. "And there is every chance the Australian Labor Party may lose, given ...

'Turbulent' environment expected in 2025: Robeco

ELIZA BAVIN | FRIDAY, 22 NOV 2024

... grow by 1.7%, reflecting a mild 'stagflationary' trend as inflation remains slightly above consensus. European consumption may see a modest cyclical rebound supported by easing credit conditions and strengthening fiscal impulse, while China's stimulus ...

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Ausfood Super appoints chief executive

ELIZABETH FRY

Australian Food Super, the superannuation fund set up for employees in the meat industry, has named Michael Sykes as its new CEO.

mFunds sparked ASX outage, $1m credit issued

KARREN VERGARA

The ASX said the outage from last month largely stemmed from the now-defunct mFunds and will subsequently credit participants $1 million to make amends.

Aussie shares cost 8% more on rebalance days: Dimensional

KARREN VERGARA

Investing in the S&P/ASX 300 on a day it rebalances puts an 8% premium on share prices, a phenomenon that follows major global indices, new research from Dimensional Fund Advisors finds.

Rest appoints first-ever chief of staff

ANDREW MCKEAN

Rest has appointed a senior wealth management leader and superannuation expert from Insignia Financial to take the reins as chief of staff.

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Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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