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Showing 231 - 240 of 6800 results for "Top"

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
... strategy Jason Morris, who helped compile the research, found that trust and fee transparency have slowly emerged as two of the top elements for client satisfaction. "Trust came through by far and away as the top driver of satisfaction, and it is something ...

Alternatives, international equities dominate mandates

ELIZA BAVIN  |  FRIDAY, 29 AUG 2025
... next with 18%, and property 9%. There were 560 individual managers running the 6007 mandates across eight asset classes. The top five entities running the most mandates as of March 2025 were BlackRock, Vanguard, Macquarie, Betashares and Pendal. Alternatives ...

Focus Financial names Aus exec chair

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
... of Focus' business units in Australia and business management unit. Last month, Focus Partners Wealth was named as the top fastest growing registered investment adviser firm in the US by an industry publication, based on a list of top 50 firms with ...

ATO eyes SMSF illegal early access

KARREN VERGARA  |  THURSDAY, 28 AUG 2025
... removed'. This can restrict your SMSF's ability to receive rollovers and employer contributions." The ATO is also keeping on top of SMSFs failing to respond to ATO commissioner's commutation authorities within 60 days using the correct reporting ...

ASIC flags firm grip on private and public markets, super funds

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
... retirement phase, superannuation trustees must do better." Members being pressured to switch superannuation providers is a top enforcement priority. The problem has reached an "industrial scale" and culminated in several managed investment scheme failures ...

Singapore investment firm to add 835 student beds in Perth

MATTHEW WAI  |  MONDAY, 25 AUG 2025
... focus on student housing as a core sector. "We are excited about this scaling opportunity and look forward to delivering a top-tier asset that will greatly appeal to both students and investors." The site is situated in a major transportation hub in ...

Powerwrap drags Praemium performance, SMAs shine

KARREN VERGARA  |  MONDAY, 25 AUG 2025
Praemium's separately managed accounts (SMA) business reported $610 million of net inflows while Powerwrap's outflows topped $299 million for the 2025 financial year. In addition to the SMA business, total funds under administration (FUA) was ...

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
... Australia was the winner in the Licensee Managed Account and Multi Asset categories, while Strategic Wealth Lifestage snatched the top spot for Boutique Licensee. The crown for the Responsible Investing category went to Russell Investments, and Lonsec ...

Local custody assets hit record $5.6tn

JAMIE WILLIAMSON  |  FRIDAY, 22 AUG 2025
... Netwealth, which jumped 11% to $112 billion. For both, almost all their assets are held in Australia. J.P. Morgan remains at the top of the leaderboard with $1.28 trillion in assets under custody for Australian investors. Of this, $734 billion is in ...

Grattan calls for large scale tax reform

ELIZA BAVIN  |  FRIDAY, 22 AUG 2025
... private companies." Sathanapally said while 95% of people pay a similar tax rate for similar incomes, the amount of tax the top 5% pay differs widely. "People on very high incomes can end up facing lower rates than those on far lower incomes," she said. ...