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Showing 11 - 20 of 121 results for %22Retirement Wrap%22

BT Super, Mercer merger completes

JAMIE WILLIAMSON  |  MONDAY, 3 APR 2023
... gain for Westpac. BT is busy consolidating its remaining superannuation offerings, including shutting down the Retirement Wrap RSE and transferring all funds to Asgard Independence Plan Division Two.

BT to wind up Retirement Wrap

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2023
... didn't include any of the super products held on the Panorama or Asgard platforms. Now, BT is going to close the Retirement Wrap super fund which underpins BT Panorama Super. Effective April, all BT Panorama Super members will be transferred to Asgard ...

Negative wholesale funds market growth continues

ANDREW MCKEAN  |  WEDNESDAY, 8 FEB 2023
... products. Managed accounts also showed resilience, with a FUA decrease of 0.6%. Meanwhile, investment wraps retraced 4%, retirement platforms 5%, and personal super by 8%. IOOF was again the platform market leader with $143 billion FUA with an 18.5% ...

Managed accounts dominated by SMAs

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
... are growing rapidly while other platform segments such as regular retail personal and corporate superannuation and retirement platforms are being constrained by the widespread disruption and heightened competition that the platform market is experien ...

The future of defined contribution asset allocation

ANDREW MCKEAN  |  MONDAY, 7 NOV 2022
... are also critical, according to a discussion summary of the most recent Jasper Forum. The Forum was led by Australian Retirement Trust head of asset liability management Brnic van Wyk, Putnam Investments' Mike Dullaghan, DCALTA's Jonathan Epstein ...

AMP North bolsters managed portfolio offering

CASSANDRA BALDINI  |  TUESDAY, 9 AUG 2022
... under management, despite volatile investment markets. "We're also excited to be launching our new, market-first North retirement income solution later this year, addressing an important need for many Australians," she said. "High-quality investment ...

AMP North caps fees to expand adviser footprint

ANDREW MCKEAN  |  TUESDAY, 28 JUN 2022
... includes building and enhancing North's investment menu, which includes an expanding range of managed portfolios and retirement solutions." She said AMP is also investing in the technology and functionality of its offerings, including the recent launch ...

What you read in 2021

JAMIE WILLIAMSON  |  FRIDAY, 17 DEC 2021
... failed. The full list of failing funds was: AMG MySuper, ASGARD Employee MySuper, Australian Catholic Superannuation and Retirement Fund's LifeTime One, AvSuper Growth, BOC MySuper, Christian Super's My Ethical Super, Colonial First State's ...

Team turnover sees AMP Capital funds downgraded

ELIZABETH MCARTHUR  |  TUESDAY, 14 DEC 2021
... by Morningstar, with the research house citing staff turnover as the reason for the downgrades. The AMP Capital Core Retirement Fund and AMP Capital Multi-Asset fund were downgraded in Morningstar's latest multi-sector wrap. A downgrade to negative means ...

TelstraSuper releases retirement income solution

KARREN VERGARA  |  TUESDAY, 9 NOV 2021
TelstraSuper has launched its version of a retirement income product that has a flexible cash allocation feature. The new Lifestyle investment options aim to generate consistent income and tax efficiencies, grow and preserve capital, and manage retirement-specific ...