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Showing 141 - 150 of 1072 results for "Separately"

Regulators warn of possible issues with FAR reporting

ELIZA BAVIN  |  THURSDAY, 28 NOV 2024
... responsibilities in addition to any prescribed responsibilities and positions, and these responsibilities should be separately identified in the relevant FAR forms," the regulators said. ASIC and APRA also noted that there were multiple accountable persons ...

CFS awards equity, infrastructure mandates

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
... outperforming the benchmark by 14.5%. over five years, it returned 10.7% p.a. and outperforming the benchmark by 2.37% p.a. Separately, the newly released CFS Advice Practice Profitability Report found that 54% of financial advisers want to increase ...

Fiducian names general manager, superannuation

JAMIE WILLIAMSON  |  TUESDAY, 19 NOV 2024
... superannuation business has been steadily growing in recent years. This year, it converted all its diversified funds to separately managed accounts to give investors greater flexibility and control. It also allowed the group to reduce its administration ...

HESTA to pay members impacted by COVID revaluations

ELIZA BAVIN  |  TUESDAY, 19 NOV 2024
... units via the ATO." HESTA said the adjustment would occur in the coming weeks and current impacted members will be separately notified. In March 2020 the COVID-19 pandemic and the accompanying market correction temporarily wiped out nearly $290 billion ...

Bell Financial Group bids $51m for SelfWealth

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... respective strengths of both businesses, and access to the broader array of products and services available within BFG." Separately, Bell Asset Management (BAM) appointed Lucinda Hill as executive general manager of product and operations in a newly ...

GQG's FUM pulls back, breaks six-month streak

ANDREW MCKEAN  |  FRIDAY, 8 NOV 2024
... drawdowns over the past decade, GQG's strategies stand alone from nearly 8000 comparable funds, according to eVestment. Separately, despite concerns over President-elect Trump's proposed tariffs - particularly on imports from China, which could ...

Commonwealth Super reports strong investment performance

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
... choice options, designed for specific work-life stages, have remained highly competitive over long periods of time. Separately, CSC said as its transformation program processes, tangible outcomes are becoming increasingly evident. The fund's online customer ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... challenges, from tax and estate planning to navigating divorce and aged care," Arnol said. Many advisers (88%) are turning to separately managed accounts (SMAs) to service clients. Conversely, the recent Financial Standard Managed Accounts Forum heard ...

FCA changes bonds, derivatives transparency rules

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... participants and higher quality post-trade data. Changes to the transparency regime come into force on 1 December 2025. Separately, the FCA is proposing to extend payment options for investment research to pooled investment funds and allow fund managers ...

CSLR warns adviser levy will balloon

KARREN VERGARA  |  FRIDAY, 25 OCT 2024
... misclassification of sophisticated investor​; and failure to follow instructions​ and act in clients' best interest. Separately, a relief that allows financial advisers to rely on website disclosure information instead of providing a Financial ...