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Showing 111 - 120 of 1072 results for "Separately"

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... During the six months, Wamsteker said Praemium launched Spectrum for high-net-worth (HNW) clients, repriced its core separately managed accounts (SMA), rebounded from the impact of adviser exits, restructured operations offshore and returned earnings ...

Clime Investment Management lands new strategic partnerships

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
... its product lineup, reconfigures operations, and scouts new investment opportunities. Clime's direct FUM through separately managed accounts and discrete portfolio services, managed funds, and a listed investment company was $1.6 billion. "Our focus ...

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
... The SMA Reporting Standard (SMARS) has launched to address the complexities and confusion over fee structures in the separately managed accounts (SMAs) sector. SMARS is spearheaded by the Adviser Ratings Group and operates as a separate entity, SMA Standard ...

AI's big moment? Not this year, says Fidelity

ANDREW MCKEAN  |  TUESDAY, 25 FEB 2025
... AI adoption and killer use cases will need to wait. The question is, will they have the patience?" the survey said. Separately, regarding the return of President Trump, global analysts expect his return to the White House to have a greater impact than ...

UniSuper targets 'missing middle' with new digital advice offering

ANDREW MCKEAN  |  FRIDAY, 21 FEB 2025
... its advice education business, which gave rise to a set of parameters for selecting a technology partner, he added. Separately, Gregory said UniSuper has a strategy to be a "home for advice professionals," focused on building a high-quality environment ...

Super moves: Aware Super, CareSuper

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... opportunity, the greatest focus of today's institutional investors," said infrastructure portfolio manager Jiren Zhou. Separately, Caresuper continues to beef up its responsible investment with the appointment of Mathew Bennet as senior analyst responsible ...

Betashares launches Bitcoin, Ethereum ETFs

ANDREW MCKEAN  |  THURSDAY, 20 FEB 2025
... portfolios." The latest digital asset ETFs follow the launch of the Betashares Crypto Innovators ETF (ASX: CRYP) in 2021. Separately, VanEck announced it's cutting the management fee of its VanEck Bitcoin ETF (ASX: VBTC) effective immediately. VBTC's ...

AustralianSuper warns outdated tax laws will hurt returns

ANDREW MCKEAN  |  WEDNESDAY, 19 FEB 2025
... out on certain benefits under tax treaties or face "significant administrative and compliance" hurdles to claim them. Separately, AustralianSuper said that the low-income superannuation tax offset (LISTO), which compensates low-income individuals for ...

Shift needed in retirement income advice: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 14 FEB 2025
... conflate risk tolerance (psychological attitude to risk) with risk capacity, despite the fact they should be assessed separately," the report said. "Poor - or absent - risk capacity assessments can lead to an investment approach which is either too aggressive ...

Industry fund insurance bungle adds fuel to mounting outrage

ANDREW MCKEAN  |  THURSDAY, 13 FEB 2025
... approach to honour any insurance coverage provided in error "for a number of reasons," including in case any claims arise. Separately, however, Consumer Champion owner Adam Glezer told Financial Standard about representing someone whose family, while ...