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Showing 241 - 250 of 7135 results for "SMA"

Entireti launches SMA, portfolio management service

ANGELIQUE MINAS  |  WEDNESDAY, 1 OCT 2025
Entireti has launched Salita Portfolio Services (Salita), its new managed account and portfolio management service. The platform is designed to support all licensed and self-licensed practises within its network, which comprises Akumin, Fortnum, Personal ...

Avantis Investors launches active ETFs in Australia

MATTHEW WAI  |  WEDNESDAY, 1 OCT 2025
In response to mounting interest from the local market, Avantis Investors has entered the ETF scene with three active offerings. Avantis Investors, a subsidiary of American Century Investments, has launched the Avantis Small Cap Value Active ETF (AVTS) ...

ECP names new partner

RIDDHIMA TALWANI  |  MONDAY, 29 SEP 2025
ECP Asset Management has promoted Justin Warton to partner, where he will continue to oversee the ECP Global Growth Fund. Warton joined ECP in 2021 as a principal in investments, prior to which he spent seven years at First Sentier in several investment ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
About three years ago, robo-advisers, one by one, began dropping like flies. The likes of Six Park, Upstreet and Advice Intelligence either folded or were acquired. Even Ellerston Capital's ethically based robo-adviser, which launched in early 2023 ...

Crypto providers to hold AFSL under proposed laws

MATTHEW WAI  |  THURSDAY, 25 SEP 2025
The government is inviting industry feedback on its proposed legislation to develop a fit-for-purpose digital asset regime to better regulate platforms that hold digital assets. The draft legislation introduces two new financial products within the ...

SMC calls for simplified retirement system

ELIZA BAVIN  |  WEDNESDAY, 24 SEP 2025
Super Members Council (SMC) has urged Treasury to simplify the retirement system, saying it is too complex. The comments come as a response to Treasury's consultation paper on best practice principles. SMC said it broadly supports the intent of ...

S64, Vista Equity Partners roll out unit trust

KARREN VERGARA  |  WEDNESDAY, 24 SEP 2025
S64 and Vista Equity Partners will launch an Australian unit trust (AUT) that provides exposure to global software and technology firms early next year. As first flagged in May, the partnership launched VistaOne in the Asia Pacific region. The new product ...

Concentration of private credit sector a concern: ASIC

JAMIE WILLIAMSON  |  MONDAY, 22 SEP 2025
ASIC has released the interim report from its review into the nation's $200 billion private credit market, which it says could pose a systemic risk to many investors if a downturn were to occur. The review has so far found that while most investors ...

ASIC issues interim stop orders to La Trobe Financial

JAMIE WILLIAMSON  |  FRIDAY, 19 SEP 2025
La Trobe Financial has been told by ASIC to stop offering its 12 Month Term Account and 2 Year Account products offered under the La Trobe Australian Credit Fund, as well as its US Private Credit Fund. The regulator said it is concerned that the target ...

Retirement expectations of young Australians surge

ANGELIQUE MINAS  |  THURSDAY, 18 SEP 2025
Vanguard's third annual How Australia Retires report offers thorough insights into how Australians are planning for their retirement. Surveying 1800 Australians aged 18 and above, the findings indicate critical disparities in financial literacy ...