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Showing 11 - 20 of 49 results for "Investment Menus"

Trump signs order to open 401(k)s to private markets

JAMIE WILLIAMSON  |  FRIDAY, 8 AUG 2025
... the Biden administration urging plan fiduciaries to exercise "extreme care" before adding cryptocurrencies to investment menus. That warning was labelled as "overreach", with the Department of Labor saying its stance on cryptocurrencies in retirement ...

Trustees, advisers have 'insufficient focus' on performance

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... on the advice licensees' product approvals. Some licensees over-relied on options being included in trustees' investment menus," he said. "Another notable theme, which I have already touched on, was an over-reliance on research house ratings when choosing ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... licensees' product approvals and some advice licensees over-relied on the option being included in trustees' investment menus," the review states. There is also an over-reliance on ratings houses, ASIC said. It identified two trustees that merely require ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
... recognised for superior platform functionality. However, the report underscored that all platforms broadened their investment menus, aligning to industry thematics such as managed accounts, cash, and retirement solutions. "All platforms have again delivered ...

HUB24 launches investment options

KARREN VERGARA  |  TUESDAY, 17 OCT 2023
... assets and later stage retirees. Available in November, Discover joins HUB24's current stable of Choice and Core investment menus, providing advisers with a selection of managed portfolios. Also from next month, HUB24 will reduce percentage-based tiered ...

More assets held in Choice over MySuper: APRA figures

ANDREW MCKEAN  |  MONDAY, 3 JUL 2023
... quarterly superannuation product statistics lists all products by each APRA-regulated super fund, including the investment menus and investment options available through those products. APRA deputy chair Margaret Cole said: "This new publication provides ...

AMP North caps fees to expand adviser footprint

ANDREW MCKEAN  |  TUESDAY, 28 JUN 2022
... products offer clients flexibility, as they only pay for the options they choose from the Core, Select and Choice investment menus. They can also take advantage of lower administration fees as their total portfolio balance grows," AMP said. "In addition ...

AMP Capital Ethical Leaders dropped by another super fund

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 MAR 2021
... socially responsible option in house. Around the same time, AMP took the Ethical Leaders Balanced Fund off its investment menus for AMP super members. In September 2020, Legalsuper and ESSSuper axed AMP Capital Ethical Leaders as the sole manager for ...

Rest hires from NGS Super

ELIZA BAVIN  |  THURSDAY, 4 MAR 2021
... the re-establishment of the AMP Wealth Investment Product function, management of the Master Trust and Platform investment menus, as well as product management within the Corporate Super team." Prior to AMP, Jose also worked at Westpac, BT Financial ...

AMP Capital Ethical Leaders loses another mandate

ELIZABETH MCARTHUR  |  THURSDAY, 24 SEP 2020
... about cultural issues at AMP Capital. In July, AMP took the AMP Capital Ethical Leaders Balanced Fund off its own investment menus for AMP super members. In March, the fund had just under $1 billion in funds under management. A performance update from ...