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| | | ... signed in July 2025, Insignia Financial said it expects the takeover to occur in the first half of this year. If the scheme has not come into effect by July 22 - exactly one year after the deal was reached - then Insignia would be permitted to pay a ... |
| | | | ... its team. Earlier this year, DASH appointed Sarah Murray as chief product officer and James Louw as chief growth officer. Not long before that, it named Terri Ho as chief risk officer and Mark Papendieck as chief operating officer. |
| | | | A new Mercer report predicts platform funds, with a median $250,000 balance, and mega funds, with over $100 billion in assets, will dominate the superannuation landscape and overtake the 'retail versus industry fund' debate. The 2026 Mercer Shaping ... |
| | | | ... in managed accounts are more confident and are less likely to act impulsively during market volatility compared with those not in managed accounts. Investment Trends' latest Managed Accounts Report, supported by State Street Investment Management, found ... |
| | | | ... Investment Partners. Sequoia said the "increasing platform withdrawals for new business for remaining advisers, despite their not being involved whatsoever with the failures of the Shield and First Guardian funds has had a large bearing on Sequoia's ... |
| | | | ... on a 10% correction. "Given the seriousness of the events in the Middle East, it's perhaps surprising equity markets have not fallen harder in recent weeks - likely because investors have been hoping Trump would end hostilities at any given moment. So ... |
| | | | ... with SMSFs that operate outside the purview of APRA is misleading. Additionally, SMC found seven in 10 members switching did not have a pre-existing advice relationship and suggested the activity could be driven by social media ads, lead generation or ... |
| | | | ... reimburse more than 3000 super members who had been invested in Shield. This amounted to more than $320 million. ASIC did not seek a penalty against Macquarie due to the exceptional circumstances of the case, including that all members were compensated. ... |
| | | | ... amidst intense market stress, providing enough "dry powder" to maximise their investments. Russell, however, said the fund does not support any huge structural changes which would make it easy for funds to play "free and easy" with leveraging up the ... |
| | | | ... defensive to an offensive one. "If I was a software chief executive, with investors demanding to know why my business was not going to be disrupted by AI, attributing a redundancy round to AI efficiency is one helpful way to reframe the conversation. ... |
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