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Showing 411 - 420 of 2661 results for "SEPA"

TelstraSuper launches option, retirement tool

KARREN VERGARA  |  TUESDAY, 31 OCT 2023
TelstraSuper has unveiled several features for its younger and older membership that include a new option and retirement planning tool, and enhancements to its self-managed investment platform. The new High Growth option comprises 90% growth and 10% ...

Financial services firms hit with criminal charges

CHLOE WALKER  |  TUESDAY, 31 OCT 2023
Two businesses tied to permanently banned Sydney director David Sutton have been charged in separate proceedings following an investigation by ASIC. APC Securities, previously known as McFaddens Securities, and Brava Capital, formerly Dayton Way Securities ...

Clime IM doubles down on strategy, taps into AI

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
Clime Investment Management is recalibrating to become a full-service private wealth business, anticipating a rise in advisory fee revenues as it contends with a decline in funds under management (FUM). Last week, the ASX-listed wealth company reported ...

Russell Investments executes local leadership revamp

ANDREW MCKEAN  |  THURSDAY, 26 OCT 2023
Russell Investments has devised a series of executive appointments to bolster the firm's expansion efforts across the APAC region. Tim Furlan, with nearly two decades of experience in senior roles at Russell Investments' Master Trust and Superannuation ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER  |  MONDAY, 23 OCT 2023
Colonial First State has expanded the investment menu on its new platform, adding options from Atchison Consultants, Drummond Capital, and Russell Investments. It's also added a new nesting capability. From Atchison, CFS Edge has added four diversified ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
Insignia Financial's managed accounts solutions have grown by about 42% in the past 12 months. The group said there's now more than $6 billion in funds under management across its range of managed account solutions. About 55% of this is held in managed ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
A Fidelity International report shows that although most Australians feel obligated to share their wealth with future generations, a mere one in 10 have prepared a comprehensive estate plan. Drawing on nationally representative data by research firm ...

Startup success hinges on founder personality: Research

KARREN VERGARA  |  WEDNESDAY, 18 OCT 2023
While the vast majority of fintechs fail, a new study from the University of New South Wales finds that their success rate is closely linked to the founder's personality. After using artificial intelligence to analyse the Twitter profiles of 21,000 ...

Iress completes $52m sale of MFA business to SS&C

ANDREW MCKEAN  |  TUESDAY, 3 OCT 2023
Iress has finalised the $52 million sale of its Managed Funds Administration (MFA) business to SS&C, while also kicking off the divestment process for its Platforms unit. In August, the financial services software company revealed that SS&C would acquire ...

Praemium secures Mercer mandate

CASSANDRA BALDINI  |  WEDNESDAY, 27 SEP 2023
Praemium has entered into a new administration services agreement with Mercer, providing its Virtual Managed Account (VMA) solution and administration services (VMAAS) to the investment giant. As part of the agreement, Mercer will receive end-to-end ...