Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1211 - 1220 of 7148 results for "SMA"

Equity Trustees confirms AET acquisition

CASSANDRA BALDINI  |  MONDAY, 22 AUG 2022
Equity Trustees has announced it will acquire Insignia Financial's Australian Executor Trustees (AET) for $135 million. Following last week's market speculation, a statement said the acquisition will deliver significant growth for EQT, adding ...

Clime, Marcus Today form strategic alliance

JAMIE WILLIAMSON  |  FRIDAY, 19 AUG 2022
... portfolio. Under the deal, Clime will manage Marcus Today's managed accounts portfolios under the Ralton Asset Management SMA service. It will also provide licensing services. "The strategic alliance will identify and offer mutually beneficial services ...

Aware Super overhauls fee structure

CASSANDRA BALDINI  |  FRIDAY, 19 AUG 2022
Aware Super is removing trustee charges and management fees from its products, which will simplify the structure for more than 1.1 million members. The changes will reduce fixed fees for nearly 98% of its membership who are in pension mode, transitioning ...

Martin Currie introduces Aussie equities strategy

ANDREW MCKEAN  |  THURSDAY, 18 AUG 2022
... Your Future, Your Super (YFYS) world of regular performance testing. It's also available as a Separately Managed Account (SMA) for direct investors seeking an actively managed alpha-driven portfolio.

BlackRock, NAB Private Wealth unveil iShares ETF suite

CASSANDRA BALDINI  |  WEDNESDAY, 17 AUG 2022
BlackRock has launched its iShares ETF suite in collaboration with NAB Private Wealth, listing three new products including a first of its kind thematic ETF. The new funds listed today are the iShares Balanced ESG ETF (IBAL), the iShares High Growth ...

UBS launches small cap strategy in Australia

CASSANDRA BALDINI  |  WEDNESDAY, 17 AUG 2022
UBS Asset Management launched its Future Leaders Small Cap Strategy in Australia. A statement said the actively managed global strategy of 40 to 60 small cap "future leader" stocks is designed to provide investors with exposure to high-quality companies ...

Fiducian sees record inflows, eyes expansion

JAMIE WILLIAMSON  |  TUESDAY, 16 AUG 2022
... independent financial advisers and firms breaking away from larger dealer groups. It also sees opportunity in expanding its SMA offering and also additional white-labels and badges. On the funds management side, Fiducian said it sees opportunities for ...

A solution to active fund underperformance

ANDREW MCKEAN  |  FRIDAY, 12 AUG 2022
New analysis by VanEck questions why so many investors continue to invest in active funds, saying underperformance by active managers is not a recent phenomenon. According to the SPIVA scorecard produced by the S&P Dow Jones Indices, over the last 15 ...

CSLR establishment is critical: FPA

CHLOE WALKER  |  FRIDAY, 12 AUG 2022
The Financial Planning Association of Australia (FPA) has called out the urgent need for a broad-based Compensation Scheme of Last Resort (CSLR) following ASIC's recent notice for former Dixon Advisory clients to register any complaints with the ...

US inflation drops to 8.5%

CASSANDRA BALDINI  |  THURSDAY, 11 AUG 2022
US inflation has eased to 8.5% from its historic 40-year peak of 9.1%, recorded in June. The drop beat market expectations of 8.7% and comes as a welcome relief for the Biden government. The reason for the fall is a slowdown in rising energy prices. ...