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Showing 531 - 540 of 7140 results for "SMA"

Australian Retirement Trust primed for growth: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
Morningstar has heaped praise on Australian Retirement Trust (ART), saying it is home to a "high calibre investment leadership team playing to their strengths," but warned of key person risks. In its review of the $305 billion-plus super fund, Morningstar ...

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
Financial advisers are increasingly looking to artificial intelligence (AI) to improve their processes and documentation, but experts warn they must exercise a degree of caution and ensure that anything it produces complies with regulation. A whopping ...

Advisers put faith in global equities, small caps in 2025

MATTHEW WAI  |  THURSDAY, 28 NOV 2024
A new study from Fidante suggests financial advisers will remain bullish on global equities and Australian small caps in the coming months. The Fidante Adviser Markets Survey, which surveyed more than 200 advisers, shows these are the asset classes ...

Super funds set renewables targets

ELIZA BAVIN  |  MONDAY, 25 NOV 2024
The Association of Superannuation Funds of Australia (ASFA) has welcomed the decision at a recent Treasury investor roundtable to progress work towards encouraging greater investment in Australia's renewables transition. The roundtable was for the Net ...

AustralianSuper to pay $4.2m for delayed claims handling

ELIZA BAVIN  |  THURSDAY, 21 NOV 2024
AustralianSuper will compensate around 7000 beneficiaries to the sum of $4.2 million for death benefit claims that took longer than the fund's internal target handling time of four months from the date when the claim form was received. The fund ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
New research by Iress reveals the aspects top advisers typically excel in and highlights processes that are "ripe for industry-wide improvement" to drive efficiencies. The Advisely Index Report revealed top Australian advice practices serve 40% more ...

Trump 2.0 set to boost small and mid-caps: Canopy Investors

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
The volatile environment under a second Donald Trump administration could create opportunities in active investing, particularly in global small and mid-caps companies, according to Canopy Investors. Canopy Investors portfolio manager Kris Webster said ...

Low-cost funds outperform in most asset classes: Morningstar

MATTHEW WAI  |  TUESDAY, 19 NOV 2024
A new report from Morningstar demonstrates low-cost funds have typically outperformed their more expensive peers in the past, with the cheapest options always achieving a higher success ratio in most categories. Most prominently, in the multisector ...

QIC backs Virescent Ventures

KARREN VERGARA  |  TUESDAY, 19 NOV 2024
Queensland Investment Corporation (QIC) has invested in Virescent Ventures' new climate technology fund, helping take its first close to about $125 million. QIC joins Westpac and the Clean Energy Finance Corporation (CEFC) in backing Fund II, which ...

Betashares Direct slashes brokerage fees on ASX 300

MATTHEW WAI  |  TUESDAY, 19 NOV 2024
Betashares has announced zero-brokerage investing for over 300 ASX-listed shares through its platform, Betashares Direct. The feature complements the platform's existing brokerage-free offering on all ASX-traded ETFs. By eliminating transactional brokerage ...