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| | | ... This was accompanied by a broad restructure, delivering over $2 million in annual savings, largely from executive costs, third-party service reductions, and IT renegotiations," he said. Such savings were reinvested into new advisers, operations staff ... |
| | | | ... APRA tested failed in its latest assessment, a sharp decrease from the 37 failures recorded in the year prior. This is the third consecutive year that Insignia and AMP have featured on the list since the test was introduced. AMP's North Guardian ... |
| | | | ... helped bolster revenues during the year. Investment and advisory services include portfolio construction, optimisation, third-party fund selection and risk monitoring on behalf of wealth management and family office clients. The RE and administration ... |
| | | | ... was transferred in FY25. The major outstanding transfers relate to superannuation funds which are dependent on receiving third-party consents. "With over 350 model portfolios, our SMA remains a cornerstone of our proposition, delivering 14% growth to ... |
| | | | Treasurer Jim Chalmers has confirmed the government intends to cut taxes but also that broader tax reform is necessary. "When it comes to tax, the government's tax policies haven't changed. Our major focus is on cutting taxes, two more times for every ... |
| | | | ... trustees' ability to manage cybersecurity risks, particularly in the areas of multi-factor authentication (MFA) and third-party arrangements. "APRA will prioritise targeted supervisory engagements to assess entities progress in uplifting cyber-resilience. ... |
| | | | The Grattan Institute chief executive Aruna Sathanapally called for tax reform when presenting at the three-day Economic Reform Roundtable. "A good tax system raises the revenue to fund quality public services. A better tax system does that more efficiently ... |
| | | | Betashares is bringing another exchange-traded fund (ETF) to its lineup, marking its third addition this month. The Betashares MSCI Emerging Markets Complex ETF (ASX: BEMG) - available on the ASX from August 25 - will provide investors with access to ... |
| | | | ... nicely." In this environment, Murfin likes the look of options, which "lend themselves very well to credit spreads." "The third thing we like are inflation swaps," he says. "We've got some of these in the portfolio as well, just in case we've ... |
| | | | ... client assets, of the $43 billion Bell Potter clients sponsored holdings," he said. "Research indicates that more than one third of Bell Potter clients hold in excess of 50% of their portfolios outside the firm, representing an addressable market exceeding ... |
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