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Showing 191 - 200 of 794 results for "Investment performance"

SMSFs weather market storms: Report

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... said. The report also provided further evidence of the risks associated with using the ATO's published SMSF investment performance data to compare the performance of the SMSF sector to the APRA fund sector, Burgess said. The ATO's estimated SMSF investment ...

AMP wealth management AUM grows $2bn

ANDREW MCKEAN  |  WEDNESDAY, 19 APR 2023
... "caution around market volatility," Australian Ethical's funds under management (FUM) benefited from strong investment performance, gaining $290 million during the quarter. As of 31 March 2023, FUM reached $8.77 billion, a 5% increase since December ...

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
... reveals the underlying reasons why clients dump their financial advisers that are not related to costs or investment performance. The survey of US-based clients found three core reasons why they let go of their advisers. The first is that the adviser ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... Excessive engagement Excessive engagement with superannuation can have negative consequences on long-term investment performance and retirement outcomes, as some members may make impulsive decisions. While some members overlook the long-term perspective ...

Jones releases Your Future, Your Super review outcomes

KARREN VERGARA  |  TUESDAY, 4 APR 2023
... products based on fees, which can unintentionally increase the ranking of products with relatively poor investment performance that have temporarily lowered fees. "The performance test will be extended to trustee-directed products (TDPs) for the 2023 ...

First Sentier partners with AlbaCore Capital

ANDREW MCKEAN  |  TUESDAY, 21 MAR 2023
... consider and we felt that AlbaCore's unique position in the European market, its growth trajectory and strong investment performance would be complementary to our existing capabilities." AlbaCore managing partner and chief investment officer David Allen ...

APRA preserves life insurance prudential standards

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... Termination Values, Minimum Surrender Values and Paid-up Values; and Prudential Standard LPS 370 Cost of Investment Performance Guarantees - which were due to sunset on 1 April 2023. APRA received only two responses from life insurers during the consultation. ...

Diverse investment teams fare better: WTW

JAMIE WILLIAMSON  |  WEDNESDAY, 8 MAR 2023
... made on this front, WTW said it is slow and disappointing. "We are hopeful that the truly extraordinary investment performance benefits linked to superior diversity can serve as a catalyst for acceleration," WTW head of manager research Chris Redmond ...

HESTA investment committee chair to depart

CASSANDRA BALDINI  |  TUESDAY, 28 FEB 2023
... years that's supported us to keep building the capacity of our investment team to deliver strong, long-term investment performance for our more than one million members in the years ahead." HESTA chair Nicola Roxon added that Burgess helped guide the ...

Economic landscape spurs advice model rethink

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... beyond, found that advisers are increasingly anchoring their value proposition on something other than investment performance. Instead, they are adding value in areas such as budgeting and cashflow management, debt, superannuation, tax, Centrelink, retirement ...