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Showing 911 - 920 of 8718 results for "Report 499"

Alternatives to top $33tn by 2028

CASSANDRA BALDINI  |  WEDNESDAY, 18 OCT 2023
Globally, alternatives' assets under management (AUM) will reach around $33 trillion (US$24.5tn) by the conclusion of 2028, up from the estimated $22 trillion (US$16.3tn) expected at the end of 2023. According to Preqin's Future of Alternatives ...

Perpetual hires new distribution lead

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
Perpetual Asset Management has appointed longstanding wealth operative Tom Loneragan as head of listed and direct. In this role, Loneragan will sit within the distribution and sales team and report to the firm's head of wealth, Lee Hopperton. The ...

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
The government's proposed tax on superannuation balances exceeding $3 million could adversely impact up to 50,000 self-managed super fund members (SMSF), including posing liquidity challenges. According to a recent report conducted by the International ...

Navigator Global appoints chief executive

CASSANDRA BALDINI  |  TUESDAY, 10 OCT 2023
Navigator Global Investments (NGI) has named Stephen Darke as its new chief executive, based in Australia, following the departure of Sean McGould. Darke will step into the role at the end of the month and take up a seat on NGI's board as an executive ...

Former Australian Ethical investment chief lands new gig

CASSANDRA BALDINI  |  MONDAY, 9 OCT 2023
Mason Stevens has appointed David Macri as head of asset allocation. Macri will report to Mason Stevens chief investment officer Jacqueline Fernley and continue to evolve the firm's outsourced CIO offering. Further, he will be responsible for the ...

Australia vulnerable to further shocks: RBA

CASSANDRA BALDINI  |  MONDAY, 9 OCT 2023
Australian businesses and households are vulnerable to further shocks following high inflation and the tightening of monetary policy. According to the Reserve Bank of Australia's (RBA) most recent Financial Stability Review, the Australian business ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
New research finds that 75% of Australians earning $120,000 or less per annum feel financially confident with the help of a financial adviser compared to those who aren't advised. The survey of more than 1000 respondents canvassed by the Financial Planning ...

Smart beta 'taking over' active management share: VanEck

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
Financial advisers are increasingly incorporating smart beta ETFs in clients' investment portfolios, a survey shows. According to the latest VanEck Smart Beta Survey, over 80% of financial professionals plan to maintain or increase their smart beta ...

Future Fund slapped with new disclosure rules

ANDREW MCKEAN  |  WEDNESDAY, 4 OCT 2023
The Future Fund Board of Guardians will be forced to periodically disclose the investment holdings of the $250 billion sovereign wealth fund. Under the new reporting regime introduced by minister for finance Katy Gallagher, additional information must ...

Allianz Retire+ launches retirement solution for super funds

ANDREW MCKEAN  |  WEDNESDAY, 4 OCT 2023
Allianz Retire+ has unveiled its Group Retirement Solutions capability, enabling superannuation funds to scale and deliver tailored retirement income solutions. The retirement solutions provider said its new capability addresses guaranteed income innovations ...