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Showing 641 - 650 of 7143 results for "SMA"

RBA on hold: Experts split on 2024 cut

ELIZA BAVIN  |  WEDNESDAY, 7 AUG 2024
The Reserve Bank of Australia (RBA) left interest rates unchanged at 4.35% at its August board meeting. RBA governor Michele Bullock said the case for an interest rate cut in the near-term was not a likely scenario. "Based on what I know today and what ...

BlackRock bolsters suite of SMAs

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
... with advisers' and investors' individual investment preferences and risk tolerance. The portfolios are available at an all-in SMA fee of 0.74%-0.85% p.a. across the risk profiles, excluding platform administration fees. The portfolios are designed to ...

New shadow assistant treasurer's vision for advice, super

ANDREW MCKEAN  |  WEDNESDAY, 31 JUL 2024
Shadow Assistant Treasurer Luke Howarth has reaffirmed the opposition unreservedly supports Michelle Levy's Quality of Advice Review (QAR) recommendations and wouldn't go back to the drawing board, at an event hosted by the Financial Services ...

The four Ds to watch in the decades to come: La Trobe

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JUL 2024
There are four key themes that will drive investment outcomes over the next generation, says La Trobe Financial's Michael Watson. Speaking at the Advisers Big Day Out (ABDO) regional roadshow in Terrigal this morning, Watson outlined the four themes ...

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA  |  TUESDAY, 30 JUL 2024
Financial advisers may have lost nearly 18% of their client books because of fee increases in the last financial year but are reporting higher profit margins, a new Investment Trends analysis shows. Advisers went from servicing 120 clients on average ...

Top 10 Australian share funds of FY24

ANDREW MCKEAN  |  MONDAY, 29 JUL 2024
Mercer has published its Investment Performance Survey, revealing the top-performing Australian share fund managers of 2023-24. The Glenmore Australian Equities Fund took out top spot with a 31.5% return. The fund, which has a diversified portfolio ...

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... Clime retains Clime Private Wealth and Pro-Active Portfolios, which was Madison's former separately managed accounts (SMA) offer with $190 million of FUM. SMA had $316 million in assets, growing 9% or $26 million, while individually managed accounts ...

QIC replaces real estate managing director

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... to retail, office and industrial, and Deborah will continue to drive value for our investors across our funds and growing SMA offering, enabling us to work with clients via different investment structures," she said. "Michael and the team steered the ...

More than 11k businesses call in administrators

MATTHEW WAI  |  FRIDAY, 26 JUL 2024
ASIC's annual insolvency data shows more than 11,000 companies entered external administration for the first time last financial year. While the figure is higher than previous peaks in 2011-12 and 2012-13, ASIC clarified that there are more businesses ...

Maple-Brown Abbott sells to Antipodes

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2024
Antipodes Partners is in acquisition mode, having acquired 100% of Maple-Brown Abbott just months after it bought up another boutique. Under the deal, Maple-Brown Abbott's global listed infrastructure, Australian value equities, and Australian small ...