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Showing 71 - 80 of 6420 results for "SMA"

Platforms ramp up innovation, back-end efficiencies

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
... generating reports," he said. HUB24's Discover and CFS's Edge Accelerate are examples of next-generation propositions with cheaper SMA-based menus. These offerings, he said, leverage scale and manager relationships to deliver zero or discounted platform ...

MDA authorisations remain steady amid exodus

JAMIE WILLIAMSON  |  WEDNESDAY, 14 FEB 2024
The number of financial advisers authorised to advise on managed discretionary accounts (MDAs) has dropped just 6.1% in the past three years, despite the total number of advisers falling much more. According to analysis by Rainmaker Information, there ...

AI poses potential challenge to financial stability: Gensler

ANDREW MCKEAN  |  WEDNESDAY, 14 FEB 2024
Artificial intelligence could threaten financial stability, forcing novel macro-prudential strategies, according to US Securities and Exchange Commission (SEC) chair Gary Gensler. In a speech at Yale Law School, Gensler described AI as having "tremendous ...

Conference to address major SMSF issues

KARREN VERGARA  |  TUESDAY, 13 FEB 2024
Next week, self-managed super fund professionals can leverage what APRA-regulated funds are excelling in as well as learn about critical issues affecting the sector from a suite of experts, according to the SMSF Association (SMSFA). Heffron SMSF Solutions ...

NAB names new chief executive

CHLOE WALKER  |  WEDNESDAY, 7 FEB 2024
Andrew Irvine will become National Australia Bank's new group chief executive and managing director, succeeding Ross McEwan. Irvine has served as NAB's group executive and private business since 2020 and boasts 27 years of experience in financial services. ...

Clime avoids board spill

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
Clime Investment Management has avoided a board spill that was brought about by its former chair and a substantial shareholder. Major shareholder Torres Industries, which is associated with former Clime chair Don McLay, attempted to oust directors John ...

Online investor participation declines

ANDREW MCKEAN  |  TUESDAY, 6 FEB 2024
Active online investor numbers have continued to decline, albeit at a slower rate, according to an Investment Trends report. The report, which surveyed more than 15,000 retail investors and traders in Australia, revealed a contraction to 1.22 million ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... value. Evidentia works with private wealth firms to build investment portfolios, specifically separately managed accounts (SMA). Founded in 2018, it now has 24 staff members based in Sydney, Melbourne, Brisbane, and New York. Evidentia founder and chief ...

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
Several major superannuation funds such as UniSuper, Aware Super, and Equip Super continue to invest in global weapons companies despite growing concerns among members, particularly as the Israel-Hamas war escalates. This includes France's Thales ...

Bragg outraged over super fund payments to unions

ANDREW MCKEAN  |  WEDNESDAY, 31 JAN 2024
Senator Andrew Bragg has slammed industry super funds, accusing them of channelling $40 million to unions and Industry Super Australia (ISA). Scrutinising mandatory disclosures, Bragg pointed out that AustralianSuper, Cbus, HESTA, Hostplus, TWUSUPER ...