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| | | Netwealth saw $4 billion in net inflows in the March quarter, offsetting broader market movement declines of $3.7 billion during the period. Total funds under administration (FUA) as at March 31 was $125.8 billion, an increase of 20.9% on the prior ... |
| | | | Actuaries Institute has proposed a three-part package to tackle Australians missing out on tax-free income by not transitioning their superannuation to the retirement phase when eligible. Under the proposal, all APRA-regulated super funds would be required ... |
| | | | Rest is bolstering its total portfolio approach with a new mandate, while appointing an executive to help grow its digital member services. Rest will implement UK-based Rimes' total portfolio view capability through its investment platform, Matrix ... |
| | | | New Zealand's High Court has ruled against the nation's super fund, finding some of its policies are "unreasonable and unlawful" in regards to how it treats companies accused of human rights breaches. The Palestine Solidarity Network Aotearoa (PSNA) ... |
| | | | Australian Ethical's funds under management sits at $13.57 billion, dipping by over $500 million since December as investment performance was hit by the conflict in the Middle East. But this was offset in part by the signing of a new institutional ... |
| | | | ... core in their equity portfolios," he said. "We aim to win more by losing less. Our investment philosophy is to invest in high-quality companies to beat the market, while investing in stable companies to protect on the downside and buying those companies ... |
| | | | Depending on the type of business they want to do, financial advisers looking to inorganically grow their client base will have to pay slightly more for a book now, but valuations have stalled overall, according to Radar Results. In its latest price ... |
| | | | ... intent across the sector and the confidence to implement solutions at scale." Among superannuation funds, the research found a high uptake of digital advice among pre-retirees and repeat usage from members in general. In essence, digital advice must ... |
| | | | ... supporting its members. "I look forward to building on the fund's very strong foundations, and to receiving the baton from such a high-impact leader as Debby," Campo added. "The nurses, carers, educators, and community service workers that make up the ... |
| | | | ... we have made in resources and knowledge to enhance our wealth capability," Harkness said. "Our clients, particularly ultra-high net worth families, value a service model that is genuinely differentiated - one that combines deep investment expertise with ... |
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