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Showing 1151 - 1160 of 7148 results for "SMA"

No big surprises, Levy promises

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Fronting the FPA Professionals Congress, Quality of Advice Review chair Michelle Levy confirmed there will be no big surprises in her final proposals, due December 16. Appearing alongside FPA chief executive Sarah Abood, Levy explained she has been ...

The challenge of articulating value of ongoing advice

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
A panel session at the FPA Professionals Congress in Sydney has heard of some of the challenges planners face in articulating the value of ongoing advice arrangements. On the panel was Personal Financial Services principal and founding director Angela ...

Colonial First State debuts 'major wealth platform innovation'

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
Colonial First State (CFS) has unveiled its new CFS Edge wrap platform, calling it the first major Australian wealth platform market innovation in the last decade. At a platform preview in Sydney last night, CFS chief executive, superannuation Kelly ...

Private market investment impediments not insurmountable: Frontier

ANDREW MCKEAN  |  TUESDAY, 22 NOV 2022
Frontier's ' Super in the Economy ' report says super funds haven't invested more capital into private markets because of the Your Future, Your Super (YFYS) performance test and that there are opportunities to create further investment in the sector. ...

UBS, CBRE launch global property model

CHLOE WALKER  |  TUESDAY, 22 NOV 2022
... source the best investment solutions available for our clients, and as such, we're thrilled to seed the first global property SMA with two of the world's heavyweights in asset management, UBS and CBRE." Praemium head of investment managers and governance ...

UK regulator warns trading apps over gamification

JAMIE WILLIAMSON  |  TUESDAY, 22 NOV 2022
The Financial Conduct Authority wants stock trading app operators to review the design of their platforms, saying gamification is being used in ways that mislead consumers and create problem behaviours. The regulator said design features like regular ...

Spirit Super, Stonepeak pick up GeelongPort

JAMIE WILLIAMSON  |  MONDAY, 21 NOV 2022
The global infrastructure manager and industry super fund will own 70% and 30% of the asset, respectively. Spirit Super and Stonepeak have bought the asset from Brookfield and State Super for an undisclosed amount. The Port of Geelong is the second ...

Evidence of poor LRBA advice: Report

ANDREW MCKEAN  |  THURSDAY, 17 NOV 2022
A second Council of Financial Regulators (CFR) report, Leverage and Risk in the Superannuation System, says there continues to be evidence of individuals receiving advice regarding the use of limited recourse borrowing arrangements (LRBAs) that could ...

Aussie income equities fare well amid turmoil

JAMIE WILLIAMSON  |  MONDAY, 14 NOV 2022
Australian income equities were the top performing asset class in the 12 months to September end. Analysis by Rainmaker Information shows that while global market turmoil impacted all sectors, Australian income equities fared best with a median return ...

Hopes for action at "implementation" COP27

RACHEL ALEMBAKIS  |  MONDAY, 14 NOV 2022
The COP27 in Sharm El-Sheikh has been labelled an implementation COP, where governments, investors and other actors are called upon to demonstrate how they're going to implement what was promised a year ago in Glasgow at COP26. However, others have ...