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Showing 381 - 390 of 11121 results for "Account"

Improvised super tax poses unfair, inequitable outcomes: Industry

MATTHEW WAI  |  TUESDAY, 20 JAN 2026
... 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 ...

HUB24 advances HTFS Nominees takeover, FUA hits $152bn

KARREN VERGARA  |  TUESDAY, 20 JAN 2026
... 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 ...

ETFs continue to drive managed accounts adoption: Research

MATTHEW WAI  |  TUESDAY, 20 JAN 2026
... 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 endure fee pressures, dominate mandates: Study

KARREN VERGARA  |  MONDAY, 19 JAN 2026
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 ...

Laws to limit US pension plans' use of ESG pass

JAMIE WILLIAMSON  |  FRIDAY, 16 JAN 2026
... 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 ...

First batch of specialist advisers graduate SMSFA program

RIDDHIMA TALWANI  |  FRIDAY, 16 JAN 2026
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 promotes first private wealth hire

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
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 ...

Super moves: NGS Super, HESTA, Mercer

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... 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 ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... 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 ...

HESTA logs record downsizer contributions in 2025

RIDDHIMA TALWANI  |  THURSDAY, 15 JAN 2026
HESTA has logged a record year for downsizer contributions in 2025, driven by a surge in the end of year spring selling season. Downsizer contributions rose to $94 million in the year, a more than 8% jump from the previous year. The $100 billion super ...