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Showing 191 - 200 of 1218 results for "Switch"

Family offices embrace outsourcing: Study

CHLOE WALKER  |  THURSDAY, 18 JAN 2024
... side, 38% intend to consolidate to a single partner or fewer partners. Additionally, approximately 14% of them plan to switch from their current provider. More than two in five (42%) family offices mentioned that it is crucial for their provider to offer ...

Powerwrap bleeds $334m in outflows

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2024
Praemium's platform dedicated to the high-net-worth segment, Powerwrap, has lost $334 million in funds under administration (FUA) after a small number of financial advisers switched advice groups. The ASX-listed firm said the exit of advisers in the ...

Macquarie Wrap rolls out new features for advisers

ANDREW MCKEAN  |  TUESDAY, 9 JAN 2024
... entailed streamlining various forms such as adviser-initiated pension payments, advice fee-grouping, digital advice fee, switch, and application forms. Weber specifically underscored the efficiency of Macquarie's digital pension withdrawal form, with ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
A financial adviser who failed to act in her clients' best interests by recommending they invest in the Investport scheme she was receiving loans from has seen her two-year ban affirmed by an appeals tribunal. Pamela Anderson was a financial adviser ...

Payday super protects most vulnerable: SMC

CHLOE WALKER  |  MONDAY, 4 DEC 2023
... women are disproportionately impacted by unpaid super. SMC interim chair Nicola Roxon said the government's commitment to switch from quarterly to payday super was a step towards fulfilling super's policy promise of a financially secure retirement for ...

Future Group acquires Verve Super

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2023
Just a month on from taking on GuildSuper, Future Group has now acquired 100% of women-focused fund Verve Super. Verve Super is now a wholly owned subsidiary of Future Super, under a deal finalised this month. Having long struggled to offer a competitive ...

Australia a central focus for alternatives: Apollo

CASSANDRA BALDINI  |  FRIDAY, 10 NOV 2023
... exclusive asset class. "For the first time, there's an opportunity for high-net-worth investors to really make that switch," he said. "The theme of the democratisation of alts is widely talked about, and that's really where we're headed. ...

Super member loyalty on the rise: Data

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2023
... funds. It's also an improvement on the report's last iteration, in which 25% of members said they were considering a switch. At 18%, members' intention to switch is the lowest it's been in three years. "Those at the highest risk of switching ...

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
... opportunity, we have here 70,000 HNW individuals who are currently using private wealth advisors, intending to potentially switch, so that's a bigger opportunity for switching than we had last year. "On top of that, we have another 29,000 HNWs who ...

Future Super switches up service providers

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2023
Future Super will soon transition to both a new administrator and custodian, with new contracts taking effect next month. The new mandates follow Future Super transitioning away from Diversa, appointing Equity Trustees as its trustee in July. "Future ...