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Showing 101 - 110 of 9043 results for "BES"

Prime Super closes two options

KARREN VERGARA  |  WEDNESDAY, 25 MAR 2026
Prime Super is closing two options following a recent review of its asset allocations. The Fixed Interest option will close from May 15. Members invested in the option will be able to switch out of it until May 22. Any members still invested in the ...

Severe underperformance sees Polen Capital funds wound up

JAMIE WILLIAMSON  |  TUESDAY, 24 MAR 2026
Montgomery Investment Management has cut ties with Polen Capital, with the latter's responsible entity opting to terminate its funds after five years of underperformance. Polen Capital first entered the local wholesale market in 2021 through a partnership ...

You can't manage what you can't measure: Vanguard

ELIZA BAVIN  |  FRIDAY, 20 MAR 2026
Appearing at the 2026 AM Tech Day event in Sydney this week, Vanguard senior portfolio manager and APAC head trader James Chatfield spoke about the importance of quality data when making decisions at the trading desk. "You can't manage what you can't ...

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
Entireti is partnering with global financial technology firm Communify to build a digital platform which uses artificial intelligence (AI) to centralise data for its advisers and clients. Entireti's ERA platform will gather, analyse and organise data ...

First Super switches out group insurer

JAMIE WILLIAMSON  |  THURSDAY, 19 MAR 2026
First Super has negotiated a mandate with a new group insurer that will see most of its members pay less for their cover. From April 1, group insurance for First Super members will be provided by TAL. The mandate sat with MetLife for the past 14 years ...

Challenger slashes offer price for Pepper Money

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
Challenger has reduced its offer price for Pepper Money from $2.60 to $2.25 per share, saying this is its best and final offer. The revised proposal is inclusive of the calendar year 2025 final dividend of 7.8 cents per share and any special dividend. ...

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
The Australian Wealth Advisors Group (AWAG) named an inaugural head of advice. David Mazengarb is taking on the role after several years in consulting. Mazengarb previously held roles such as general manager - wealth management at Australian Wealth ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
Treasury is proposing to overhaul the curriculum and learning outcomes for new entrants in financial advice, admitting that current requirements are "excessive compared to other professions". The new consultation proposes the pathway to becoming a financial ...

Super tax changes shake HNWs' retirement confidence: Report

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2026
High-net-worth (HNW) individuals report feeling less confident about their retirement as changes to superannuation and tax settings take their toll. Generation Life's new 2025/26 Navigating Uncertainty Report found heightened taxation of super, like ...

Janus Henderson says Victory deal could leave it 'gravely damaged'

RIDDHIMA TALWANI  |  FRIDAY, 13 MAR 2026
Janus Henderson has said the takeover bid by Victory Capital is not a superior proposal to the Trian Fund Management offer and will not be in the best interest of its shareholders. Stating the offer by Victory Capital presented significant consummation ...