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Showing 521 - 530 of 7140 results for "SMA"

RBA to meet for final 2024 rate decision

ELIZA BAVIN  |  TUESDAY, 10 DEC 2024
The Reserve Bank of Australia (RBA) will deliver its final interest rate decision today, with a hold predicted by most experts. The RBA has kept rates on hold at 4.35% all year, despite other global central banks having begun a rate cutting cycle. But ...

AFCA completes independent review of operations

ELIZA BAVIN  |  MONDAY, 9 DEC 2024
The Australian Financial Complaints Authority (AFCA) has announced the completion of a three-year program responding to the 2021 Independent Review of its operations. AFCA said the work had redefined its approach to external dispute resolution. The ...

Platinum, Regal put acquisition talks to bed

JAMIE WILLIAMSON  |  MONDAY, 9 DEC 2024
After completing due diligence, Regal Partners says it is no longer interested in acquiring Platinum Asset Management. It comes as the latter confirms its first deal under the new Platinum Partner Series initiative. In late September, a bid from Regal ...

HESTA names general manager of retirement

MATTHEW WAI  |  FRIDAY, 6 DEC 2024
HESTA has named a general manager of retirement as 14% of its members get ready to retire in the next five years. Shannon O'Shea has been appointed to the role. She was previously general manager, new business and growth enablement, a position she ...

Equity Trustees completes AET integration

ELIZA BAVIN  |  THURSDAY, 5 DEC 2024
EQT Holdings Limited (Equity Trustees) has completed the integration of Australian Executor Trustees Limited (AET). The completion was marked by the conclusion of the Transition Service Agreement that Equity Trustees had in place with Insignia Financial ...

Half of advice, super complaints result in no remedy

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
ASIC has released its first publication of industry-wide data reported under the internal dispute resolution (IDR) data reporting framework, flagging concerns firms are not reporting data accurately. Under the IDR framework, most licensed financial ...

Centrepoint Alliance launches long-awaited IconiQ platform

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... account structures as well as comprehensive portfolio and tax reporting. In addition, Centrepoint has launched the IconiQ SMA, a registered managed investment scheme. This will enable Centrepoint to add a range of diversified managed account portfolios ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
As the number of AFSL cancellations pile up due to the non-payment of Australian Financial Complaints Authority (AFCA) determinations, far too many financial services firms are taking advantage of the Compensation Scheme of Last Resort (CSLR), treating ...

OC Funds Management launches fund, scores mandate

MATTHEW WAI  |  MONDAY, 2 DEC 2024
OC Funds Management launched its first Australian equity mid-cap fund, securing more than $500 million from MLC Asset Management. MLC Asset Management has awarded a mandate to OC to manage over $500 million in the newly launched fund. The OC Mid-Cap ...

InvestSense marks 10th birthday

STAFF WRITER  |  FRIDAY, 29 NOV 2024
One of Australia's first firms to specialise in managed accounts celebrated its 10th anniversary this month. InvestSense was established in 2014 and has grown significantly over the past decade. In the past three months, InvestSense has grown its ...