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Showing 151 - 160 of 1076 results for "Separately"

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 ...

Down but not out: Busting defined benefit myths

ANDREW MCKEAN  |  WEDNESDAY, 23 OCT 2024
... Super Trust. This helps streamline operations and reduce the burden of managing these legacy structures, she said. Separately, the presence of DB components complicates mergers. Funds with DB obligations may struggle to find suitable merger partners ...

Praemium FUA up 33% to $60bn

ELIZA BAVIN  |  TUESDAY, 22 OCT 2024
... Praemium. During the quarter, Praemium welcomes five new client organisations to out Scope services." The Praemium separately managed accounts (SMA) scheme achieved quarterly net inflows of $165 million. The strong level of gross inflows was assisted ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
Expand, Insignia Financial's wrap platform, has added 11 new separately managed accounts (SMA) from Betashares and Drummond Capital Partners to its investment menu. The announcement coincides with the platform hitting $10 billion in funds under management ...

Liberal MPs slammed for 'dangerous' super policy

ELIZA BAVIN  |  WEDNESDAY, 16 OCT 2024
... their super. "There is no way to protect women from the risk of economic abuse under this proposal," Kowalczyk said. Separately, Women in Super laid out its new policy priorities with a focus on improving fairness, equity and sustainability. "It is unacceptable ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
... investment models practices can use has been limited, noting that many practices face restrictions when setting up their own separately managed accounts (SMAs), often due to minimum requirements. For instance, a practice with $200 million in FUM may ...

TAL changes underwriting limits

KARREN VERGARA  |  MONDAY, 14 OCT 2024
... continue to focus on how we price risk so that it is fair and sustainable for all TAL customers, for life," Teichner said. Separately, TAL Dai-ichi Life Australia is progressing its acquisition of BT, Westpac, and St. George life insurance customers. ...