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Showing 1 - 10 of 7996 results for "Products"

Future Fund deputy CIO jumps to Blue Owl

ELIZABETH FRY  |  FRIDAY, 26 APR 2024
... prioritise working with sophisticated investors, who are invested in finding solutions - we are not here to simply push products." "Our established relationships with pensions and sovereign wealth funds demonstrate our ability to deliver results in our ...

Goldman Sachs ditches robo-adviser Marcus Invest

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... commitment to customer satisfaction. We look forward to continuing to serve our Marcus Deposits customers with great products and a great experience," he said.

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... clients and wealth managers." "The challenge is to develop a modular offering that draws on the best in-house and external products to create a whole that's greater than the sum of its parts, enabling firms to provide customised product suites to a wider ...

Fund managers nervously await 'golden visa' reforms

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... Affairs minister Clare O'Neill froze the ability of fund managers' Significant Investor Visa-compliant (SIV) products, which require a minimum investment of $5 million and essentially fast track residency in Australia, to attract potential investors. ...

Proposed super tax obfuscates legacy pensions rules: SMSFA

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... legacy pensions by giving individuals the opportunity to take up new more innovative account-based retirement income products. This in turn will make the administration of Division 296 a whole lot simpler and efficient for taxpayers, regulators, and ...

Actuaries Institute proposes new performance test measure

ANDREW MCKEAN  |  TUESDAY, 23 APR 2024
... said the test should include two metrics: the current one and a new risk-adjusted performance measure for super fund products. "This two-metric test would ensure trustees can continue to have confidence around decisions they've already made to ensure ...

ASIC cancels AFSL of JB Markets

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
... its AFSL since 8 July 2008. The licence authorised JB Markets to provide financial product advice, deal in financial products, make a market in financial products and operate custodial or depository services for retail and wholesale clients. JB Markets ...

OneSuper to take on more super products

JAMIE WILLIAMSON  |  MONDAY, 22 APR 2024
... OneSuper will further bolster its funds under management through the transfer of another sub-plan, home to several super products. Last week, Financial Standard reported on Diversa's decision to merge Spaceship Super into OneSuper via a successor ...

Vanguard backs current performance test

ANDREW MCKEAN  |  FRIDAY, 19 APR 2024
... comparison tool should sort by fees, as it's "the only forward-looking measure" for consumers to compare superannuation products. "Sorting by investment performance and the performance test as it stands may risk misleading consumers about the future ...

Financial advice exodus has 'bottomed out': ClearView

ELIZA BAVIN  |  WEDNESDAY, 17 APR 2024
... in new business sales. "ClearView's deep adviser relationships has allowed it to regain share post launch of the new products," it said.
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