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Showing 261 - 270 of 10920 results for "Planning"

Macquarie to shed more than 240 investment options

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
Macquarie Investment Management (MIM) today announced it will shed more than 240 actively managed and passive funds on its Wrap platform. As of today, Macquarie said it closed off 243 funds that invest across a myriad of asset classes "to new investments ...

Shield, First Guardian fallout calls for tougher scrutiny on research houses, licensee governance

MATTHEW WAI  |  FRIDAY, 24 OCT 2025
The fall of the Shield Master Fund and First Guardian Master Fund calls for tougher scrutiny of research houses and licensees to strengthen their governance framework, according to experts, who warn that an entrenched system requires an urgent shakeup. ...

APRA updates governance framework

ELIZA BAVIN  |  FRIDAY, 24 OCT 2025
... require significant financial institutions to engage early with APRA on responsible person appointments and succession planning will also not proceed. APRA said it will also clarify or adjust proposals relating to individual director skills, perceived ...

FEATURE: Fund admin | Tight Ship

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
... focus on minimising costs over the past few years, largely driven by regulatory obligations, such as SPS515 Strategic Planning and Member Outcomes on expenditure management, as well as the Performance Test that includes administration costs. "Lower costs ...

Feature: Retirement | Rewarding risk

LACHLAN COLQUHOUN  |  WEDNESDAY, 22 OCT 2025
... leading retirement risks which rise and fall "to and through retirement" and which need to be understood in retirement planning. Flowing through from pre-retirement to the transition phase and then post-retirement, North cites sequencing, market, inflation ...

Feature: Group insurance | Cold comfort

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... burden by being "proactive, transparent, and compassionate." "Support services, such as grief counselling or financial planning assistance, can help alleviate some of those pressures. Insurers and advisers should be proactive in offering guidance during ...

APAC insurers favour multi-alternatives strategies: Report

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... conditions. BlackRock said insurers are showing a more cautious stance toward risk over the next 12 months, with only 13% planning to increase their risk exposure. Rather than directly de-risking through traditional 'up-in-quality' trades, insurers are ...

Super funds to double UK, EU investments over next decade

RIDDHIMA TALWANI  |  FRIDAY, 17 OCT 2025
... full potential of this capital, the UK and Europe will require policy settings that streamline regulation, accelerate planning and ensure predictable frameworks in key sectors. Australia has grown to be the fourth-largest pool of retirement savings globally ...

ASIC targets potential vertical integration in managed accounts

KARREN VERGARA  |  FRIDAY, 17 OCT 2025
Stopping short of calling it vertically integrated, ASIC warns it aims to uncover any conflicts of interests in the managed accounts sector particularly as more AFSLs build in-house products. ASIC commissioner Alan Kirkland said the managed accounts ...

Classic 60/40 approach underdelivers for women retirees

JAMIE WILLIAMSON  |  TUESDAY, 14 OCT 2025
... said. The study concluded that a single investment formula, such as 60/40, is not enough when it comes to retirement planning. Withdrawal strategies that are tailored to individual needs and adjust to market conditions are needed, as is greater financial ...