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Showing 71 - 80 of 978 results for "Notes"

Hollywood actors lobby pension fund to dump fossil fuels

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JUN 2025
... campaign. The campaign asks the US$5 billion ($7.7bn) SAG-Producers Pension Plan to phase out its coal, oil and gas holdings. It notes that while many public and private pension funds the world over have committed to divestment, just 0.2% of current ...

'Tensions' identified between FAR and other requirements

ELIZA BAVIN  |  MONDAY, 26 MAY 2025
... multiple regimes. CEOs also highlighted the difficulties in capturing components of the business not regulated by FAR," notes from the roundtable said. The regulators said it was important for trustees to identify related entities and understand their ...

DeepSeek, Alibaba: Silver linings for emerging markets strategy

KARREN VERGARA  |  THURSDAY, 22 MAY 2025
... capital. For markets where we think there's higher geopolitical risks, there'll be a slightly higher hurdle rate," she notes. This is the case for Taiwan and China. "For their stocks to look as attractive, they need to bring in a bit more to ...

Former Sydney adviser sentenced to three years

MATTHEW WAI  |  MONDAY, 19 MAY 2025
... authorise withdrawals from their Wealthtrac superannuation accounts. ASIC said Valvo had created fictitious client file notes allegedly detailing conversations which purported to record some of his clients' consent to his withdrawal of the ad hoc fees. ...

Analyst promotions: Frontier, Fidelity, ART

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... began his career in the fixed-income syndicate at China Construction Bank, pricing certificates of deposit and medium-term notes for issuers. He later undertook contract work at several banks before moving to Australia's superannuation sector.

Former Qualitas duo launch funds management shop

ANDREW MCKEAN  |  TUESDAY, 13 MAY 2025
... delivery trend" that more developers in South-East Queensland are adopting as construction resources become scarce. It also notes that an integrated developer-builder model can reduce the risk of stalled projects. However, traditional financiers remain ...

Wealth managers' recovery looks promising: Research

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... outflows in the near term." As competition in the platform's superannuation and wrap space heats up, Morgan Stanley notes that Insignia's market share is falling. "Wealth market is undergoing significant change with declining adviser numbers ...

Aussies prefer advisers, analyst notes over social media

KARREN VERGARA  |  TUESDAY, 15 APR 2025
Australians shun social media and turn to market research and financial advisers for investment information and education, a new survey from HSBC Australia reveals. The annual Investor Insights Survey, which canvassed more than 1000 investors aged 18 ...

ASIC asks for input on reportable situations, IDR dashboards

JAMIE WILLIAMSON  |  THURSDAY, 10 APR 2025
... data would be published annually, while the IDR data will come out biannually. It will all be accompanied by explanatory notes and contextual statements to assist in consumers' interpretation of the data. In December, ASIC published the inaugural IDR ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... solutions," Pidd said. "The main benefit was the time it saved during post-meeting processes and producing compliant file notes. The feature saved me around 70% of the time I'd usually spend on meeting notes." AMP group executive, platforms Edwina Maloney ...