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| | | Profits of Australia's largest listed companies remained flat in 2025, normalising after an exceptional performance in 2021 and 2022, when high metal and energy prices led to record earnings for commodity firms. The Capital Group Global Equity Study ... |
| | | | ... proceeds of a life insurance policy owned by the trustee(s) of the fund, which are allocated to the deceased member's account, can often result in a large increase in the deceased member's balance," it said. "If the death benefit is not subsequently ... |
| | | | ... the requirements of an innovative lifetime retirement solution (IRIS), delivering income for life, the benefits of an account-based pension, and provide access to concessional Centrelink asset test treatment." "The new capability will drive efficiencies ... |
| | | | ... rapidly growing managed accounts sector, reaching $256.25 billion as of 30 June 2025 according to the Institute of Managed Account Professionals (IMAP), reflected surging demand for solutions for efficiency of financial advice with institutional-grade ... |
| | | | Active fund managers continue to face fee pressures but still ensnare a large chunk of major mandates, a new study from institutional investment consulting firm Callan shows. San Francisco-based Callan's 2025 Investment Management Fee Study drew on ... |
| | | | ... sacrificing financial returns to address non-financial issues. But responsible investment is about appropriately taking into account all value drivers, and understanding beneficiaries' expectations in a changing world. It does not encourage investment ... |
| | | | The SMSF Association has seen the graduation of the first cohort of specialist advisers under its revamped SMSF Specialist Adviser (SSA) accreditation. A total of 37 participants completed the program. Since its inception, more than 2300 professionals ... |
| | | | Blackstone, the world's largest alternative asset manager, has promoted a Sydney staffer to managing director. Lisa Rose has started a new position as managing director of private wealth just one year after being appointed principal at the US$1.2 ... |
| | | | ... will support several multi-asset portfolios, including the Mercer Multi-Asset Multi-Manager Funds and CoreSeries managed account portfolios. She joins from Victorian Funds Management Corporation, where she was a senior investment analyst within the manager ... |
| | | | ... at Maple-Brown Abbott, Colonial First State, BlackRock and Barclays Global Investors. Abraham will work alongside the account managers and business development team to support advisers and investors. He returns to Morningstar - where he worked as an ... |
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