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Showing 11 - 20 of 464 results for "Master Trust"

Russell Investments reports super returns up to 13.5%

ANDREW MCKEAN  |  FRIDAY, 28 JUL 2023
... members approach retirement, the emphasis shifts to more defensive assets, balancing risk. Russell Investments head of master trust and superannuation Tim Furlan said: "With a focus on growth assets for our younger members, in years when growth assets ...

New product lead at Equip Super

ELIZABETH FRY  |  FRIDAY, 28 JUL 2023
... years at Mercer, most recently as head of product, strategy, and member experience at Mercer Super, the firm's master trust offering. He also served as head of strategy, planning, and delivery for Mercer Financial Services, leading the team responsible ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... Insignia has selected FIS Global's Compass registry to underpin the shared technology ecosystem of its Evolve and Master Trust platforms, with the group saying that having commonality across the operating environments will provide opportunities to ...

AMP adds three group executive roles

CASSANDRA BALDINI  |  THURSDAY, 20 JUL 2023
... role, group executive super and investments. The role will include combined responsibility for the superannuation-master trust and investments businesses. While the search is conducted, AMP director of transformation and investments, Australian wealth ...

Diversa loses key super fund mandate

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2023
... the fund. Equity Trustees is trustee for the Smart Future Trust which was formed when Future Super acquired the Aon Master Trust in 2021. A Future Super Group spokesperson told Financial Standard the Smart Future Trust acquisition was a key part of the ...

Platforms FUM falls $20bn: Report

CHLOE WALKER  |  WEDNESDAY, 12 JUL 2023
In the year to March end, total funds under management (FUM) held by platforms, wraps and master trusts dropped by $19.5 billion, according to Plan For Life. Specifically, platforms saw a 1.9% decline from over $1 trillion to $982.5 billion, and year ...

Labor advances super performance test changes

KARREN VERGARA  |  MONDAY, 19 JUN 2023
... tested against the median RAFE of other non-platform TDPs. An option that is offered both through a platform and a master trust (hybrid platform TDP) will be tested twice, once as a platform TDP and once as a non-platform TDP with the worst result taken. ...

AMP restructures wealth management, chief exits

KARREN VERGARA  |  MONDAY, 29 MAY 2023
... to position the platforms business for growth, while stabilising and delivering efficiencies within the Advice and Master Trust businesses," she said. "I would like to thank Scott for the significant contribution he has made, as he has transformed the ...

AMP wealth management AUM grows $2bn

ANDREW MCKEAN  |  WEDNESDAY, 19 APR 2023
... million, a decrease from Q1 2022 inflows of $406 million. This decline resulted from lower internal inflows from Master Trust, which dropped by $106 million, as well as a 7% increase in outflows compared to Q1 2022, AMP said. Nevertheless, inflows from ...

Brighter Super forges ahead with SFT

KARREN VERGARA  |  MONDAY, 17 APR 2023
... merger with Suncorp's superannuation business, which will officially occur on June 1. Suncorp Super or the SPSL Master Trust members will be transferred to Brighter Super and see their account name change to the Brighter Super Optimiser. The Suncorp ...