Search Results | Showing 381 - 390 of 11121 results for "Account" |
| | | ... 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 ... |
| | | | 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 ... |
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