Search Results | Showing 11 - 20 of 49 results for "Investment Menus" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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