Search Results | Showing 41 - 50 of 2000 results for %22SMA Report%22 |
| | | ... Accelerate Series, now available on CFS Edge, combines reduced investment fees with discounted administration fees to deliver SMA solutions. According to Colonial First State (CFS), the new offering was designed in response to feedback from advisers ... |
| | | | ... down its first phase of financial advice accessibility reforms on December 7. The Delivering Better Financial Outcomes report sets out a number of changes that include offering better scaled or limited scope advice, and introducing a new class of "qualified ... |
| | | | ... European-focused investments to Australian institutional and wholesale investors and family offices." UBS' latest Year Ahead 2024 report said it expects 3% growth from European countries in the year ahead. |
| | | | ... non-player characters - otherwise known as NPCs," it said. "But recommendations contained in Treasury's Quality of Advice Report, if implemented, could see the industry's risk appetite expanded in order to help more Australians and, in doing ... |
| | | | ... the market means the adviser needs to be the director at the centre of an ecosystem of highly specialised experts, the report said. This includes lawyers, accountants, finance brokers, philanthropy advisers, fund managers, psychologists, wellness experts ... |
| | | | ... an explainer on gender pay gap and gender diversity reporting as their first Principal Adverse Impacts (PAI) disclosure report under the Sustainable Finance Disclosure Regulation (SFDR). Under SFDR, financial market participants such as asset managers ... |
| | | | ... advantages of the iconic 60/40 portfolio. The J.P. Morgan Asset Management 2024 Long-Term Capital Market Assumptions (LTCMAs) report, now in its 28th edition, provides a 10-15-year outlook for risks and returns across asset classes. According to the ... |
| | | | Just a month on from taking on GuildSuper, Future Group has now acquired 100% of women-focused fund Verve Super. Verve Super is now a wholly owned subsidiary of Future Super, under a deal finalised this month. Having long struggled to offer a competitive ... |
| | | | Australia's fintech sector is showing signs of growth; however, it's still being held back by constrained local capital, complex regulatory challenges, and investor appetite for offshore opportunities. In its eighth consecutive year, the EY ... |
| | | | The former J.P. Morgan Asset Management chief for Australia has taken on an executive post at UK pension fund Nest. Rachel Farrell, who was the country head of Australia for 10 years, was appointed to the role of director of public and private markets ... |
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