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| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
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