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Showing 161 - 170 of 3203 results for "Choice"

Falcon Capital, First Guardian Master Fund set for liquidation

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... Thus far, ASIC found many investors were provided personal financial advice to rollover their superannuation into a retail choice fund that was then invested into the First Guardian Master Fund. Some investors were advised to set up an SMSF to facilitate ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... months to December 2024. Currently, SMAs hold the largest market share of 64% or $148 billion and remain the preferred choice for advisers. The report shows that 89% of advisers implement managed accounts this way. Investment Trends chief executive Eric ...

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... said it's encouraging to see many established wealth management professionals view the firm as a wealth manager of choice, adding that Ords looks forward to welcoming more through its doors. Hegerty told Financial Standard that the advisers were ...

Vanguard rejigs Ethically Conscious options

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
... will screen out more companies involved in fossil-fuel related activities. From March 24, the FTSE Russell's Global Choice Index Series will apply revenue involvement thresholds between 0% and 5% related to oil, gas, and thermal coal activities. ...

Annuities' capital settings due for change: APRA

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
... life insurers stand ready to help. No one wants to worry about outliving their savings. We want people to have a lot more choice and control over how they manage their finances once they stop working," she said.

NGS Super shutters direct investment option

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... was first launched in January 2014 in collaboration with Mercer, described as a "gateway" for members looking for greater choice at a low cost. It offered a range of ETFs, listed shares and term deposits. Initially launched to all members with $7000 ...

Praemium hunts for new chief financial officer

ELIZA BAVIN  |  TUESDAY, 25 FEB 2025
Praemium has announced David Coulter will be stepping down from the role of chief financial officer, effective March 7. Despite resigning from the position, Coulter will continue to provide investor relationship services to Praemium on a consulting ...

Treasury drafts superannuation retirement income principles

ANDREW MCKEAN  |  MONDAY, 24 FEB 2025
... provide better outcomes for their members, and provide information and guidance on product offerings to support members' choice. The principles are intended to complement trustee obligations, laying out an aspirational voluntary standard beyond those ...

Iress posts strong profit rebound, completes transformation program

ANDREW MCKEAN  |  MONDAY, 24 FEB 2025
... efficient cost base and stronger balance sheet that provides both capacity and flexibility. Having made the clear strategic choice to focus on our strong key businesses, we are well positioned to capture the significant opportunities present in global ...

EQT awarded two new mandates

ELIZA BAVIN  |  TUESDAY, 11 FEB 2025
... Realm. "Partnering with EQT, a trusted leader known for their integrity and expertise as a responsible entity, was a natural choice for this innovative fund." DN1 provides investors with access to a diversified portfolio of public and private credit ...