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| | | ... Lockhart contends the current rhetoric is designed to create fear among investors against the asset class. "The asset class is not homogeneous," Lockhart says. "This idea that all private credit, all private credit managers, all risks and returns are ... |
| | | | ... be a buyer or provide liquidity to pockets of the market where it might dry up. "But proactively selling out risk, I'm not sure we can time it," he said. In terms of managing complexity in portfolios, Warner said the one principle the super fund ... |
| | | | ... cover. The determination, made March 26, found AIA was still required to pay the additional TPD benefit despite the complainant not disclosing he had diabetes. "The default amount for TPD was paid by the insurer with an amount for interest. Whilst the ... |
| | | | ... Macquarie has sufficiently detailed transition planning covering the most material sources of the company's emissions, it does not provide evidence that it is influencing suppliers and investors to reduce upstream greenhouse gas (GHG) emissions. ... |
| | | | ... outcomes, the report said. While traditional retirement income planning focuses on sustaining target income levels, it does not resolve retirees deeply held concerns, including outliving their retirement savings, for overly cautious and constrained spending. ... |
| | | | UniSuper has partnered with online estate planning platform Safewill in a pilot program aimed at simplifying the Will creation process for members and improving awareness around estate planning and superannuation beneficiary nominations. Under the arrangement ... |
| | | | ... exemptions from certain contractual obligations for arrangements with non-traditional service providers where strict compliance is not practical, including government agencies, payment system operator's and financial market infrastructure providers. ... |
| | | | InvestSMART Group (ASX: INV) has agreed to sell the Intelligent Investor business to another listed entity to better focus on its proprietary digital advice, separately managed accounts and investor wealth platform. The Intelligent Investor business ... |
| | | | ... Pension, a division of the AMG Superannuation Fund for which Equity Trustees was the trustee. ASIC alleges Equity Trustees did not obtain critical information before onboarding First Guardian such as its constitution, audited financial accounts or an ... |
| | | | While financial advice firms are at different stages of embracing artificial intelligence (AI), experts urge not to overlook two key areas before they go all in: data quality and compliance. Before considering anything else, a panel of technology and ... |
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