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Showing 551 - 560 of 7285 results for "SMA"

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
Fitzpatricks Group appointed a head of product from Colonial First State (CFS) as it bolsters its investment products and services to financial advisers and their clients. Andrew Chapple joins Fitzpatricks in the newly created role based in Sydney. ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
Data analysis reveals the Australian fund managers that generated the most fees last year. The rankings were derived from an analysis of Morningstar's database of fund managers, with annual fee revenue determined by a fund's size multiplied by the Total ...

Super fund growth: The winners and losers

ANDREW MCKEAN  |  FRIDAY, 4 APR 2025
AustralianSuper has kept its position as the fastest growing super fund by net asset growth, adding $43 billion into its coffers in FY2024. Australian Retirement Trust (ART) followed closely, according to the Conexus Institute's State of Super 2025 ...

Apex wins $7bn super admin mandate

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... under management across its subplans at the end of June 2024, APRA figures show. Mason Stevens Super Fund, OneSuper, Praemium SMA Superannuation Fund, and the Tidswell Master Superannuation Plan are some of its subplans. Diversa previously mandated Iress ...

Magellan names infrastructure co-leads

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
Two Magellan Financial Group portfolio managers have stepped into leadership roles ahead of investment chief Gerald Stack's departure in July. Stack is the lead portfolio manager for the firm's four infrastructure funds and the head of investments. ...

Fortitude Investment Partners acquires majority stake in SMSF audit firm

MATTHEW WAI  |  WEDNESDAY, 2 APR 2025
Fortitude Investment Partners has acquired a majority stake in self-managed superannuation fund (SMSF) audit firm ASF Audits. The investment will improve ASF Audits' client experience and accelerate future growth; the primary capital investment ...

Life insurers keep breaking their own rules: Report

ANDREW MCKEAN  |  TUESDAY, 1 APR 2025
Breaches of the Life Insurance Code of Practice (the Code) increased for a fourth consecutive year, with life insurers reporting 14,670 instances of non-compliance, a 19% increase from the previous period. The Code, the industry's north star for good ...

Fink takes private markets to next level

KARREN VERGARA  |  TUESDAY, 1 APR 2025
BlackRock chief executive Larry Fink says the fund manager can upend the public-private market divide in the same way it has capitalised on active and passive investing. In his annual letter to investors, Fink said assets in the form of data centres ...

Insurance in super remains a mystery to millions of Australians

ANDREW MCKEAN  |  FRIDAY, 28 MAR 2025
There is still millions of Australians paying for default insurance cover through their superannuation that they don't know about or understand, according to Super Consumers Australia (SCA). SCA found that 19% of people are unsure whether they have ...

APRA levy to cost $243m in FY26

KARREN VERGARA  |  FRIDAY, 28 MAR 2025
The total cost to keep APRA's enforcement activity going is set to be $243 million in the 2026 financial year, with the superannuation industry taking up about 30% of this amount. Super funds have been allocated $72.9 million to fund APRA's operations ...