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Showing 51 - 60 of 529 results for %22Advance funds%22

Allianz Retire+ launches new retirement income solution

CASSANDRA BALDINI  |  MONDAY, 20 FEB 2023
... superannuation funds and account-based pensions, and enables advisers to construct retirement strategies with certainty, years in advance of a client's retirement. AGILE also offers the ability to lock in a guaranteed rate of income while clients are ...

Federal Court finds against finfluencer

JAMIE WILLIAMSON  |  MONDAY, 9 JAN 2023
... business. The regulator also wants Scholz prevented from receiving, soliciting, transferring or disposing of any customer funds related to recommending share purchases. "ASIC has warned those who discuss financial products and services on social media ...

The most powerful driver of risk culture in super: KPMG

ANDREW MCKEAN  |  MONDAY, 12 DEC 2022
... governance is believed to be the most powerful driver of risk culture in super, but some frameworks have deficiencies. KPMG said funds have established a risk culture framework which sets out the desired behaviours across the three lines of accountability. ...

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... menu, adding a range of ETF exposures, fixed interest, and sustainability strategies. Following the addition of the 17 new funds, the FirstChoice platform has reached the largest number of strategies in its 20-year history. The new funds available to ...

Franking credit crackdown rife with unintended consequences: LICAT

ANDREW MCKEAN  |  WEDNESDAY, 28 SEP 2022
... businesses to generate a profit and invest the resulting cash flow productively, by purchasing a further asset or applying the funds to the ongoing operations. "Companies are expected to productively utilise their capital at all times and not merely ...

Cbus appoints head of responsible investment

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
... worked at ACSI between 2002 and 2009 as manager, research governance. McKay has also previously held roles with Victorian Funds Management Corporation and South32.

Iress records 29% jump in profit

CASSANDRA BALDINI  |  THURSDAY, 18 AUG 2022
... underlying net profit after tax (NPAT), coming in at $31.8 million, as it looks to strengthen its position with superannuation funds. The increase comes in its half-year results (H1 22) which also showed revenues increased 6% from 1H21 and 1% from 2H21 ...

Super fund climate risk assessment results released

RACHEL ALEMBAKIS  |  FRIDAY, 5 AUG 2022
... findings and reflect on their preparedness," Rowell said. CPG 229 is designed to assist banks, insurers and superannuation funds in managing climate-related risks and opportunities as part of their existing risk management and governance frameworks. ...

How super should be using technology: KPMG

ANDREW MCKEAN  |  TUESDAY, 2 AUG 2022
... detailed the opportunities and challenges ahead for the super system when it comes to their digital offerings, suggesting funds look to global best practice for inspiration. Super funds have sought after emerging technology solutions to capitalise on ...

Pendal, Perpetual in acquisition talks

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUL 2022
... current and future value and was therefore not in shareholders' best interests. The renewed talks also follow Pendal's funds under management announcement for the June quarter which showed a drop of 11% or $12 billion. The manager now has about $111 ...