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Showing 51 - 60 of 1908 results for morgan

Former industry execs launch analytics firm

JAMIE WILLIAMSON  |  THURSDAY, 25 MAY 2023
... executive of BNP Paribas Securities Services in Australia and New Zealand and also held senior leadership roles with J.P. Morgan and Bankers Trust, while Williams was a managing director at Parametric for seven years, and held roles with Russell Investments ...

J.P. Morgan launches three new ETFs

CHLOE WALKER  |  THURSDAY, 25 MAY 2023
... Equity Premium Income (JEPI). "JEPI is currently the world's largest actively managed ETF, with AUM of $38.3 billion," J.P. Morgan head of wholesale Australia and New Zealand Mark Carlile said. "Following requests from key clients, we are bringing more ...

Morgan Stanley adds to regional leadership

CASSANDRA BALDINI  |  WEDNESDAY, 24 MAY 2023
Michael Levin will head up Morgan Stanley Investment Management's (MSIM) Asia business, including overseeing its Australian offices. Levin will be based in Hong Kong and is responsible for the firm's regional investment management arm with a focus ...

Superannuation changes limit tax benefits for top earners: ASFA

ANDREW MCKEAN  |  FRIDAY, 21 APR 2023
According to an ASFA report, the government's proposed superannuation changes will improve equity by curbing tax benefits for high-income earners. The introduction of higher taxation for balances exceeding $3 million is projected to lead to a 9.5% ...

Women growing super faster than men: Research

KARREN VERGARA  |  WEDNESDAY, 19 APR 2023
New Roy Morgan research finds women's average superannuation balances are growing at a faster rate than men's, while ownership levels have also risen. Based on a survey of half a million participants, the research found that since 2012, the ...

Curbing super tax breaks for the wealthy: Consultation opens

ANDREW MCKEAN  |  MONDAY, 3 APR 2023
The government has opened consultation on its proposal to increase the concessional tax rate for superannuation balances over $3 million. Under the proposal, individuals with super balances over $3 million would see their tax rates on earnings double ...

Super reform "takes away the right to be tax exempt"

ANDREW MCKEAN  |  TUESDAY, 28 MAR 2023
The potential super shake-up, which includes contentious provisions on pension payments and unrealised capital gains tax, has drawn criticism from a top AFSL. Under the existing Superannuation Industry Supervision (SIS) regulations, retirees must draw ...

Mergers, performance dim super satisfaction: Survey

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
... their superannuation funds' performance and the drastic pace of consolidation in the industry, a new survey reveals. Roy Morgan's quarterly gauge of member satisfaction found that super funds were graded a 66.6% rating, down from a record high of 72% ...

US Fed hikes rates amid banking turmoil

ANDREW MCKEAN  |  THURSDAY, 23 MAR 2023
... central bankers are now faced with the dual challenge of curbing inflation while ensuring overall financial stability. JP Morgan chief global strategist David Kelly says in response to recent developments in the banking sector and cooler wage inflation ...

State Street buys outsourced trading firm

JAMIE WILLIAMSON  |  THURSDAY, 23 MAR 2023
... pressures have presented multiple challenges for investment managers," State Street global head of portfolio solutions Dan Morgan said. "Survival and growth depend on the ability to streamline processes, reduce costs and integrate infrastructure to allow ...