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Showing 1031 - 1040 of 8462 results for "Managed"

Super assets reach $3.7tn

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
... prudential regulator show that APRA-regulated assets dominate the pool, growing 12% to $2.6 trillion year on year. The self-managed super fund (SMSF) sector trailed behind, rising 7% to $913.7 billion. Industry funds' assets under management (AUM) of ...

Copia seals distribution partnership

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
... Fund available to retail investors after it was launched to the institutional and wholesale market in 2022. The actively managed fund invests in 30 to 45 global infrastructure companies, specifically those operating in utilities, energy, transportation ...

Fidelity launches global bond fund

CHLOE WALKER  |  WEDNESDAY, 28 FEB 2024
... high-yield bonds and emerging market bonds. It tracks the Bloomberg Global Aggregate Bond Index AUD Hedged. It is jointly managed by Rick Patel, Ario Emami Nejad and Daniel Ushakov, based in London and Ireland, who have been managing the fund since August ...

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
... priced, with no minimum fee, account aggregation, and a capped fee structure. It will also feature an extensive range of managed accounts, Centrepoint said, citing data that suggests the local managed account market will be worth $280 billion by 2026. ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... make advice more accessible, adding that it is a "much safer sandbox" compared to other industries like banking or other managed investment schemes. "If we can't make it work inside of RSEs or inside of superannuation funds, it's going to be ...

Iress sells platforms business

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... services that include superannuation, non-superannuation, and custody and administration. Last October, Iress sold its managed funds administration (MFA) business to SS&C for $52 million. Iress took over OneVue, which provided administration platforms ...

Australian Ethical posts strong half-year result

ANDREW MCKEAN  |  FRIDAY, 23 FEB 2024
... flows were $259 million, up 39% from the previous period, fueled by superannuation net flows of $269 million. However, managed fund net flows experienced modest outflows of $10 million. "It is encouraging to continue reporting positive net flows, and ...

HSBC wins $23bn in admin, custody mandates

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2024
... services to all Perennial's funds and in 25 markets. "HSBC's ongoing investment has enabled Perennial to consolidate listed managed funds, unit trusts and venture capital and private asset administration into a single platform, facilitating an enhanced ...

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
... example, he asked advisers when was the last time they read the trustee declaration clients sign as a trustee of a self-managed super fund (SMSF)? "What it does is it highlights to the client issues about the SMSF itself and about their responsibility. ...

Former financial adviser sanctioned by ASIC

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
... services provided by Jaidka, ASIC found he failed to adhere to s961B and s961G of the Corporations Act concerning self-managed superannuation fund advice. The regulator said that Jaidka didn't act in the best interests of his clients when providing financial ...