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Showing 31 - 40 of 574 results for "Directed"

High-risk super options pay off: Morningstar

ELIZA BAVIN  |  THURSDAY, 14 AUG 2025
... profiles." The report also found cumulative flows into sustainable super options remains a fraction of the $157.3 billion directed toward non-sustainable peers. "This divergence reflects not only broader market caution but also the cyclicality of thematic ...

CFS taps JPMAM for private equity push

KARREN VERGARA  |  WEDNESDAY, 6 AUG 2025
... JPMAM yesterday announced that it joined forces with Commonwealth Private to launch Private Wealth Advantage, a self-directed investment option for wholesale investors. Private Wealth Advantage is a multi-asset class wealth offering that includes managed ...

Commonwealth Private, JPMAM launch Private Wealth Advantage

KARREN VERGARA  |  TUESDAY, 5 AUG 2025
... Commonwealth Private has partnered with J.P. Morgan Asset Management (JPMAM) to launch Private Wealth Advantage, a self-directed investment option for wholesale investors. Private Wealth Advantage is a multi-asset class wealth offering that includes ...

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... number of platforms used by advisers on average has dropped from 2.2 last year to 2, with 71% of new client flows now directed to advisers' primary platform. "Advisers are no longer spreading flows across multiple platforms. They're backing the ...

Old challenges push asset managers to inflection point: Citi

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... End-clients have been demanding new products, especially in the ESG space (45%)," the report read. "Digitally savvy self-directed investors need superior tech-enabled client experience (42%). Tighter regulatory oversight has come with the personalisation ...

ART makes sweeping changes to corporate super plans

ELIZA BAVIN  |  MONDAY, 23 JUN 2025
... be applied to the premiums of Insurance Only accounts of members who do not have their Superannuation Guarantee (SG) directed to the Evolution Mining Superannuation Plan. "It is important to note that this insurance fee is incorporated into the insurance ...

ASIC takes action on Australian Fiduciaries

KARREN VERGARA  |  MONDAY, 16 JUN 2025
... said the "FY2024 financials have been drafted and are with the auditors. The requirements of our independent auditor directed to us are aimed at further enhancing accuracy and compliance. To that end, the auditor is requesting more granular and detailed ...

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
... business and controlling any financial services business. ASIC said its investigation into her conduct is ongoing. It directed former clients and others impacted by Rogan's conduct to contact the Australian Financial Complaints Authority. According to ...

Syfe plots major Australian expansion

JAMIE WILLIAMSON  |  THURSDAY, 5 JUN 2025
... market. Syfe has raised $81.5 million (US$53m) in support of its Australian strategy, the bulk of which will be immediately directed towards enhancing the now-rebranded Selfwealth by Syfe. It will also be used to increase its local team and develop new ...

ASIC accuses Kalkine of providing unlicensed advice

ELIZA BAVIN  |  FRIDAY, 23 MAY 2025
... advice being given, by qualifying it as general advice but leaving customers with the impression that the advice was directed to their own personal circumstances. ASIC said Kalkine failed to do all things necessary to ensure that the financial services ...