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Showing 101 - 110 of 4088 results for "Jones"

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
... SPIVA's 2023 Australia scorecard revealed as the index. They also fared worse than the long-term average of 60%. S&P Dow Jones Indices APAC director and head of index investment strategy Sue Lee said certain market environments that are more favourable ...

Copia seals distribution partnership

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
... 11.7% per annum before fees and unhedged in USD over a five-year period at the end of December 2023, compared to the Dow Jones Brookfield Global Infrastructure Index's 7% p.a. Copia chief executive Sam Baillieu said this fund will have widespread ...

Jo-Anne Bloch to chair CSLR

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
... compensation. Bloch, who was independently appointed by assistant treasurer and minister for financial services Stephen Jones, will serve in the role for an initial term of three years. She will be joining recently appointed board members Delia Rickard ...

Super funds convene with assistant treasurer

ANDREW MCKEAN  |  MONDAY, 26 FEB 2024
Representatives from the Super Members Council (SMC) met with assistant treasurer Stephen Jones to explore strategies for bolstering customer service. Industry super funds, in collaboration with the SMC, initiated a roundtable discussion last week with ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... not historically done it," she told last week's SMSF Association Conference. Last year, assistant treasurer Stephen Jones said that superannuation's highly regulated framework makes it the ideal context to make advice more accessible, adding ...

New life insurance regulations rolled out

ANDREW MCKEAN  |  WEDNESDAY, 21 FEB 2024
Assistant treasurer and minister for financial services Stephen Jones has issued life insurance regulations that aim to modernise the legislative framework. The Life Insurance Regulations 2024 establishes a threshold for annuities, dictating that the ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... some five million SMSF members who have unmet advice needs that they can tend to. Last year, assistant treasurer Stephen Jones revealed the first two tranches of the QAR reforms. The second phase proposes opening financial advice to banks, super funds ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... educational and training qualifications under new amendments proposed by Treasury. Yesterday, assistant treasurer Stephen Jones launched a consultation to update how advisers can demonstrate they satisfy the conditions of an approved degree or qualification. ...

Aware Super, ART hire member service heads

ELIZABETH FRY  |  MONDAY, 29 JAN 2024
... appointments come as super funds brace for heightened scrutiny on customer service. Financial services minister Stephen Jones has called customer service unresponsive, slow and not member-focused. Complaints are mounting. Most funds are beefing up their ...

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
... followed an extensive process in which several asset consultants' offerings were reviews, Alteris chief executive Keith Jones said. "... we are excited to be working with JANA. We believe JANA's strength of research capabilities and resources ...