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Showing 21 - 30 of 1047 results for %22Andrew Tran%22

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report. "Overcoming these challenges is vital if wealth managers are to create value for clients, stakeholders ...

Impact Alpha Partners adds to board

JAMIE WILLIAMSON  |  WEDNESDAY, 24 APR 2024
... Management and U Ethical Investors' former head of ethics and impact. Impact Alpha Partners was founded late last year by Andrew Huang, a former senior investment manager at State Super. It offers investment research and consulting services to investors ...

Actuaries Institute proposes new performance test measure

ANDREW MCKEAN  |  TUESDAY, 23 APR 2024
The Actuaries Institute has proposed revising the annual superannuation performance test, so it better aligns trustees' investments with the best financial interests of members. In its Treasury submission, the Institute said the test should include ...

ISPT issues $1.5bn sustainably linked loan facility

ANDREW MCKEAN  |  MONDAY, 22 APR 2024
Industry Super Property Trust (ISPT) has issued a $1.5 billion sustainably linked syndicated term loan that is reportedly one of the largest for any Australia real estate fund manager. The facility is evenly split across five and seven-year tenors and ...

Vanguard backs current performance test

ANDREW MCKEAN  |  FRIDAY, 19 APR 2024
championing its effectiveness in eliminating underperforming investment options and improving member outcomes. "At present, it is the only option presented that is objective, efficient, and timely to administer for both APRA and super funds and has ...

AMP North adviser inflows rise 22%

ANDREW MCKEAN  |  THURSDAY, 18 APR 2024
AMP North inflows from independent financial advisers (IFAs) increased 22% as its platforms business' assets under management (AUM) increased to $74.3 billion. In a quarterly business update, AMP reported that net cash inflows to platforms increased ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... isn't forgotten in our lust for technological advancement." Ignition Advice global head of strategy and corporate services Andrew Baker said in Australia the company was pleased to play a role in assisting the Quality of Advice Review and ministerial ...

Blockchain mining companies sued by ASIC

ANDREW MCKEAN  |  MONDAY, 15 APR 2024
ASIC has taken legal action against three blockchain mining companies - NGS Crypto, NGS Digital, and NGS Group - along with their sole directors Brett Mendham, Ryan Brown and Mark Ten Caten. The corporate regulator has accused the NGS companies of targeting ...

ESSSuper faces class action threat over unpaid super

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
Emergency and State Services Super (ESSSuper) is facing a class action from Gordon Legal and the Rail Tram and Bus Union (RTBU) over allegations of more than $40 million in unpaid superannuation. The $36 billion super fund has been accused of failing ...

Netwealth's share price rises following strong inflows

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
Netwealth's share price increased over 2% as the investment platform announced a $84.7 billion in funds under administration (FUA) as of March 31. The increase marks a $6.7 billion increase for the quarter, driven by $2.7 billion in net inflows and ...