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Showing 371 - 380 of 2429 results for "Combined"

Platform fees, poor resourcing a red flag for regulator

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2023
... She said firms' resources should be "commensurate to the scale and nature of [your] business operations at all times." Combined, platforms in the UK are home to about $1.5 trillion of assets on behalf of 8.2 million customers.

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... Wise Planners (which also operates under Lifestyle Financial Services), will operate under Priority's brand. The combined entity will have 12 advisers. Based in Sydney's north shore, the newly merged firm will have four divisions: personal and ...

Largest pension funds see drop in assets: Research

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
... ensure they meet their performance objectives. Assessing all 300 pension funds, the report stated that by the end of 2022, combined assets decreased by 12.9%, now totalling US$20.6 trillion compared to US$ 23.6 trillion at the end of 2021. "This represents ...

Spirit Super introduces insurance admin fee

JAMIE WILLIAMSON  |  MONDAY, 11 SEP 2023
... without cover. Spirit Super is currently in the process of merging with CareSuper, set to finalise by late 2024. The combined fund would have $50 billion in funds under management and serve over 500,000 members. It is to be led by Murray.

AustralianSuper sued over multiple accounts

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2023
... place for tackling multiple accounts, however they largely relied on members actively opting in to having their accounts combined, and that the processes in place were not sufficient to meet the SIS Act requirements. "The proliferation of unintended ...

Willis Towers Watson buys funds from advice group

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... costs," he said. "We see this as a great opportunity to provide smaller institutional investors access to WTW advice combined with high quality institutional grade multi-manager portfolios." The goals-based philosophy, return targets and other characteristics ...

Top global trends impacting portfolio construction

CASSANDRA BALDINI  |  TUESDAY, 29 AUG 2023
... decarbonisation." "[With] the combination of COVID-19, supply chain and the need for national resiliency and domestic manufacturing, combined with the politics of Ukraine and Russia, what we're seeing is a strong push by countries for energy security," ...

CareSuper, Spirit Super mandate Iress ahead of merger

ANDREW MCKEAN  |  MONDAY, 28 AUG 2023
... innovative ways to engage with their diverse member base." Spirit Super chief executive Jason Murray, who will lead the combined fund, added: "Over the years, our fruitful partnership with Iress has enabled us to harness technology to drive business ...

SuperConcepts to take over AET platforms clients

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
... services." This follows the confirmation by EQT last week that it will exit its UK and Ireland businesses. It also recently combined its corporate and super trustee businesses. As for its FY23 results, EQT posted underlying net profits after tax of $29.1 ...

Perpetual restructures asset management leadership, regional chiefs exit

ANDREW MCKEAN  |  THURSDAY, 24 AUG 2023
... Barrow Hanley which improved its overall flow profile on the back of demand for its global and emerging markets strategies combined with a moderation in US equities outflows," Adams said. Commenting on the outlook, he added: "Our refreshed strategy ...