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Showing 101 - 110 of 1076 results for "Separately"

Smaller super funds unfairly burdened by regulatory levy model: CPA

ANDREW MCKEAN  |  WEDNESDAY, 30 APR 2025
... in the meantime to ensure that members of smaller funds do not continue to pay more than their fair share," he said. Separately, Webb was concerned that the funding allocation for the Gateway Network Governance Body (GNGB) - which governs the Superannuation ...

Federal Court hammers defunct advice firm with $11m penalty

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... recipients of the advice were making important and potentially life-changing decisions about their superannuation. Separately, it found the advice was given in an incentivised environment that rewarded uniform advice, benefiting the advisers to the detriment ...

OneVue, Spectrum drive Praemium to record FUA

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
... sector and have a strong pipeline for the remainder of 2025," Praemium chief executive Anthony Wamsteker said. Meantime, separately managed accounts gained 10% with FUA coming in at $12.3 billion, and Powerwrap's FUA grew marginally to $13.3 billion ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... Standard that managed accounts assets have quadrupled over the past five years to $200 billion and more than 100 active separately managed accounts (SMAs) managers are creating portfolios. "Every day that goes by there's another $1 billion to $3 ...

Perpetual to build digital wholesale term deposit marketplace

JAMIE WILLIAMSON  |  TUESDAY, 8 APR 2025
... due to acquire the wealth management unit as part of the deal. Perpetual is now attempting to offload that division separately.

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... Russell Investments as its consulting partner amid closing its Australian equities solutions within its multi-asset separately managed accounts (SMAs). Russell was tasked to develop and actively manage a factor-based Australian equities solution and ...

Morningstar adds to multi-asset team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... senior investment analyst, leaving to join BT four years later as a portfolio manager. At BT, he focused squarely on separately managed account portfolios. He also did a stint at JANA Investment Advisors. "We are delighted to welcome Joel back to the ...

Trump Media to launch ETFs

ANDREW MCKEAN  |  WEDNESDAY, 26 MAR 2025
... through its US trust company, the Crypto.Com Custody Trust Company. The ETFs launch is set to coincide with a batch of separately managed accounts (SMAs), both of which Trump Media plans to invest in with its own cash reserves. The company has allocated ...

Vanguard ETFs record most consistent monthly net flows: Research

ANDREW MCKEAN  |  FRIDAY, 21 MAR 2025
... an average of $174 million in the first six months to $554 million in the final six months - a threefold increase. Separately, the managers with the highest annual net flows over the 12 months to December 2024 were Vanguard with $9.5 billion, Betashares ...

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... encourage the next best talent to come through and become wealth advisers and join what's a fantastic industry," he said. Separately, Ords announced plans to open a 14 th office in Noosa "shortly." The latest hires bring Ords' adviser headcount to ...