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Showing 581 - 590 of 8451 results for "Managed"

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 ...

RainmakerLive rebrands to Rainmaker MarketPro

STAFF WRITER  |  TUESDAY, 1 APR 2025
... ISS Market Intelligence acquired Rainmaker Information in 2021. The new-look Rainmaker MarketPro now provides access to managed accounts and model portfolios investment product searches, new continuing professional development modules and access to Plan ...

CSLR costs driven by poor advice: AFCA

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... complaints," Singh said. "What we are seeing here at AFCA is that conflicted advice models and inappropriate use of self-managed super funds (SMSFs) are the most prevalent issues behind complaints that then lead to CSLR claims." Singh said one in five ...

AMP introduces geared retirement options

MATTHEW WAI  |  MONDAY, 31 MAR 2025
... Betashares to introduce Australia's "first targeted geared retirement series." Unveiled today, the Betashares Moderately Geared Managed Account Portfolios, now added to North, are designed to increase exposure to defensive assets and income, offering ...

MA Financial bolsters sales team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... Limited and Macquarie Group. MA Financial invests and manages $10.3 billion on behalf of clients, runs $139 billion in managed loans and has advised on over $125 billion in advisory and equity capital market deals.

Morningstar adds to multi-asset team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... investment analyst, leaving to join BT four years later as a portfolio manager. At BT, he focused squarely on separately managed account portfolios. He also did a stint at JANA Investment Advisors. "We are delighted to welcome Joel back to the team. ...

ASIC recommends standards for virtual AGMs

ELIZA BAVIN  |  THURSDAY, 27 MAR 2025
... replicate the in-person experience, how the chair engages with members in a virtual setting, how questions are taken and managed, how questions are displayed to members and whether the company will appoint an independent supervisor of the processes adopted ...

Trump Media to launch ETFs

ANDREW MCKEAN  |  WEDNESDAY, 26 MAR 2025
... US trust company, the Crypto.Com Custody Trust Company. The ETFs launch is set to coincide with a batch of separately managed accounts (SMAs), both of which Trump Media plans to invest in with its own cash reserves. The company has allocated up to $250 ...

Tax rules clarified for managed investment trusts

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
The government will amend tax laws to clarify the treatment of managed investment trusts to ensure "legitimate investors" keep their concessional withholding tax rates in Australia. Federal Budget documents said that change complements the Australian ...

My Dealer Services partners to enhance adviser education

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
... Services (MDS) adviser members with the "most up to date" technical reference and guides across superannuation, tax, self-managed super funds, aged care, social security and estate planning. Members will also benefit from resources to CFS FirstTech podcast ...