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Showing 111 - 120 of 1192 results for "Switch"

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... portfolios to meet the specific financial and lifestyle goals of clients is one of the leading reasons advisers are choosing to switch to managed accounts. "In fact, one in five advisers report being able to offer a more tailored service to clients due ...

Australia can benefit from China's economic growth amid trade war: Experts

MATTHEW WAI  |  FRIDAY, 14 MAR 2025
China is now better equipped to absorb US trade tariffs compared to 2018-19 and is poised for growth that can benefit Australia despite the unrelenting trade war, according to experts who spoke at the China Investor Symposium. Amid the spate of universal ...

Government releases draft payday super law

ANDREW MCKEAN  |  FRIDAY, 14 MAR 2025
The government has released draft legislation to mandate payday super, a policy that was first flagged in the 2023-24 Federal Budget. The draft legislation stipulates that from 1 July 2026, employers must pay their employees' superannuation at the ...

UniSuper launches fresh brand campaign

MATTHEW WAI  |  TUESDAY, 4 MAR 2025
... big blue monster, Rest unveiled the 'Super. Simple.' Campaign, and Colonial First State started urging Australians to 'Switch to unaverage super' in its new ads. Just last month UniSuper launched its digital advice offering, targeting the 'missing middle' ...

Custodians revel in double-digit gains

JAMIE WILLIAMSON  |  TUESDAY, 18 FEB 2025
Most of Australia's custodians enjoyed double-digit growth in the second half of 2024, benefitting from strong investment markets and ongoing industry consolidation. Data from the Australian Custodial Services Association (ACSA) shows in the six ...

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... ability to demonstrate value, as it enables them to interactively present information on the fly, drill into key details, switch across or aggregate client accounts, and leave personalised commentary on each page."

High-profile stockpicker hires from WTW

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
A WTW operative has landed at high-profile stockpicker Geoff Wilson's Sydney-based fund manager which invests more than $6 billion on behalf of retail and wholesale investors. Nick Kelly has joined Wilson Asset Management as the portfolio manager ...

Vanguard fined US$106m for investors' massive tax bill

KARREN VERGARA  |  TUESDAY, 21 JAN 2025
... from a rebound in the financial markets following pandemic lows. Consequently, Investor TRF retail investors who did not switch and continued to hold their fund shares in taxable accounts faced historically larger capital gains distributions and tax ...

APG to invest exclusively for ABP

ANDREW MCKEAN  |  FRIDAY, 17 JAN 2025
... funds BpfBouw, SPW (the pension fund for housing corporations) and the employee pension fund PPF APG - they will have to switch to another asset manager around 2030.

One in five pension funds face liquidity risks

KARREN VERGARA  |  WEDNESDAY, 15 JAN 2025
Nearly one in five pension funds face liquidity risks particularly as they increase allocations to private assets, a new survey shows. The study of pension funds from the UK, US, Netherlands, Canada, and the Nordics by Ortec Finance reveals many are ...