Search Results | Showing 51 - 60 of 506 results for "Master Trust" |
| | | ... market share, which has already grown to 6.7% as of March 2023, as per a Plan for Life analysis of wrap, platform, and master trust. Netwealth chief executive and managing director Matt Heine said: "We are excited to be relaunching an upgraded Core product ... |
| | | | ... platform significantly increasing inflows from independent financial advisers, Advice further reducing costs, and Master Trust operating more efficiently and delivering strong investment returns for members," George said. "As part of our capital management ... |
| | | | ... members approach retirement, the emphasis shifts to more defensive assets, balancing risk. Russell Investments head of master trust and superannuation Tim Furlan said: "With a focus on growth assets for our younger members, in years when growth assets ... |
| | | | ... years at Mercer, most recently as head of product, strategy, and member experience at Mercer Super, the firm's master trust offering. He also served as head of strategy, planning, and delivery for Mercer Financial Services, leading the team responsible ... |
| | | | ... Insignia has selected FIS Global's Compass registry to underpin the shared technology ecosystem of its Evolve and Master Trust platforms, with the group saying that having commonality across the operating environments will provide opportunities to ... |
| | | | ... role, group executive super and investments. The role will include combined responsibility for the superannuation-master trust and investments businesses. While the search is conducted, AMP director of transformation and investments, Australian wealth ... |
| | | | ... the fund. Equity Trustees is trustee for the Smart Future Trust which was formed when Future Super acquired the Aon Master Trust in 2021. A Future Super Group spokesperson told Financial Standard the Smart Future Trust acquisition was a key part of the ... |
| | | | In the year to March end, total funds under management (FUM) held by platforms, wraps and master trusts dropped by $19.5 billion, according to Plan For Life. Specifically, platforms saw a 1.9% decline from over $1 trillion to $982.5 billion, and year ... |
| | | | ... tested against the median RAFE of other non-platform TDPs. An option that is offered both through a platform and a master trust (hybrid platform TDP) will be tested twice, once as a platform TDP and once as a non-platform TDP with the worst result taken. ... |
| | | | ... to position the platforms business for growth, while stabilising and delivering efficiencies within the Advice and Master Trust businesses," she said. "I would like to thank Scott for the significant contribution he has made, as he has transformed the ... |
|