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Showing 861 - 870 of 8458 results for "Managed"

Brookfield expands $1bn student accommodation portfolio

MATTHEW WAI  |  TUESDAY, 6 AUG 2024
... development approval and are currently under construction with Multiplex as head contractor. Once complete, the sites, to be managed by Journal Student Living, will house approximately 2500 beds, as they provide their residents "immersive" and "locally ...

Mercer Super cops landmark $11.3m greenwashing penalty

KARREN VERGARA  |  FRIDAY, 2 AUG 2024
... delegated by Mercer to the chief investment officer of MIAL, who was responsible for overseeing the investment of funds in managed investment schemes by third party investment managers," court documents show. Justice Horan said "it is vital that consumers ...

Former wealth management chief ousted from financial services

ANDREW MCKEAN  |  FRIDAY, 2 AUG 2024
... revealed that the firm's authorised representatives had contacted prospective clients, urged them to establish a self-managed superannuation fund (SMSF), rollover their existing superannuation into the SMSF, and then invest it in highly speculative schemes ...

BlackRock bolsters suite of SMAs

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
BlackRock Australia has announced the launch of BlackRock Active Multi-Asset Model Portfolios as it broadens its managed accounts offering. BlackRock said the model portfolios are actively managed by its multi-asset strategy and solutions team. Investors ...

The four Ds to watch in the decades to come: La Trobe

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JUL 2024
... "second order impact from the Global Financial Crisis." Just recently, and for the first time ever, the amount of passively managed assets on US stock exchanges is now greater than that which is actively managed. "Investors no longer want stocks; they ...

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... of annual recurring revenue in FY25. During the quarter, Clime finalised its divestment of Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million. Clime retains Clime Private Wealth and Pro-Active Portfolios, which ...

Build Your Wealth adviser cops ban

KARREN VERGARA  |  FRIDAY, 26 JUL 2024
... ensure its representatives complied with financial services laws," the regulator said. Many of the clients were in a self-managed superannuation fund (SMSF) investment structure that subsequently invested in the trust. ASIC also found that Luff failed ...

Lanyon to launch ETMF on ASX

ELIZA BAVIN  |  FRIDAY, 26 JUL 2024
Lanyon has announced the Lanyon Investment Fund will commence trading as an exchange-traded managed fund (ETMF) on the ASX on August 1. Lanyon said the listing is a significant milestone for the fund, with the decision to pursue the ASX quotation following ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
The average adviser today is managing more clients than a year ago, resulting in a ratio of around 20 self-managed super fund (SMSF) clients per SMSF specialists, Investment Trends head of research Irene Guiamatsia told the SMSF Association Technical ...

JANA wins investment consulting mandate

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
JANA Investment Advisers has been awarded a mandate to provide investment consulting services for separately managed accounts (SMA) aggregator Wealthtrac. The mandate, effective from August 15, will initially cover 10 of Wealthtrac's existing SMAs ...