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Showing 471 - 480 of 6726 results for "Benchmark"

Females, millennials lead the way in SMSFs: Class

CHLOE WALKER  |  WEDNESDAY, 17 AUG 2022
According to Class's 2022 Annual Benchmark Report, female SMSF balances are rising faster than males and most new SMSFs are being established by millennials. Over the past three years, millennials have become the largest cohort of all the age groups ...

QIC braces against recession risks

ELIZABETH FRY  |  FRIDAY, 12 AUG 2022
... "We work closely with clients and are not required to do what peers do," she explains. "Looking at tracking error to a benchmark might not be how you would choose to invest, all things being equal." Hill understands why the YFYS was introduced but argues ...

GQG Partners net revenue jumps 21.3%

CASSANDRA BALDINI  |  THURSDAY, 11 AUG 2022
GQG Partners (GQG) has reported a 21.3% jump in its net revenue, up US$222.7 million from US$183.5 million last year. In its mid-year financial results for the period ending June 2022, it reported a 2.4% increase in funds under management (FUM) sitting ...

Government to review adviser professional standards

JAMIE WILLIAMSON  |  THURSDAY, 11 AUG 2022
The government will soon consult on its election promise to remove tertiary education requirements for experienced advisers and look to make improvements to the Code of Ethics. Assistant treasurer and minister for financial services Stephen Jones announced ...

What the QAR should focus on: MLC Life

CASSANDRA BALDINI  |  TUESDAY, 9 AUG 2022
MLC Life Insurance has said the Quality of Advice Review (QAR) should focus on how to ensure Australians can access financial advice, regardless of their wealth. Ahead of Michelle Levy's draft report due later this month, MLC Life said it believes ...

Insignia Financial, Personetics partnership

CASSANDRA BALDINI  |  THURSDAY, 4 AUG 2022
Insignia Financial has partnered with technology software firm Personetics to boost its financial advice offering. Using data personalisation experts, the collaboration will trial technology, tailor information and create new user experiences to reach ...

ASIC continues crack down on deceptive advertising

CHLOE WALKER  |  TUESDAY, 2 AUG 2022
The corporate regulator has issued stop orders against a commercial property investment firm for misrepresenting the performance risks of one of its funds, including marketing it as 'Covid proof'. An interim stop order was placed on Fawkner Property ...

V-Square launches Australian ESG index strategy

CASSANDRA BALDINI  |  TUESDAY, 2 AUG 2022
The Chicago based asset manager has extended its offering to Australian asset owners with the launch of the V-Square MSCI Global Equity ESG Materiality and Carbon Transition Indexed Strategy. The strategy tracks the MSCI All Country World Index (ACWI) ...

APRA to improve strategic planning, member outcomes rules

JAMIE WILLIAMSON  |  MONDAY, 1 AUG 2022
APRA is revisiting the design of its rules governing strategic planning and member outcomes in superannuation, including strengthening the way in which outcomes are assessed, closer monitoring of financial resources and new rules to follow when a MySuper ...

Perpetual funds down amid market decline

ANDREW MCKEAN  |  MONDAY, 25 JUL 2022
Perpetual has reported its total assets under management (AUM) have slumped 8% to $90.4 billion in the June quarter. Perpetual Asset Management Australia's AUM was down 16% to $21.3 billion and net outflows for the quarter were $1.9 billion. The ...