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Showing 701 - 710 of 9228 results for "Benefit"

SMA registrations double in three years: Data

JAMIE WILLIAMSON  |  FRIDAY, 31 JAN 2025
The number of active separately managed accounts products in market has doubled in the past three years. That's according to APIR Systems' analysis of financial product registrations, with the December 2024 quarter data showing 25 new managed account ...

Rest calls for advice reforms, extending SG

ELIZA BAVIN  |  FRIDAY, 31 JAN 2025
... all young workers to have a fair start with super. The change we propose will provide that fair start and financially benefit countless young workers right from the start of their working lives," Rest chief executive Vicki Doyle said. "We are calling ...

Realm House hires from Plato

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
A former Plato Investment Management credit specialist has joined contrarian credit and fixed income manager Realm Investment House. Simon Tung has been appointed portfolio manager within the boutique asset manager's strategy and risk division. ...

Transfer balance cap to rise on July 1

JAMIE WILLIAMSON  |  THURSDAY, 30 JAN 2025
... first time, advisers should think carefully about whether to start the pension now or wait until July 1 to get the full benefit of the increase. Factors to consider include whether the client needs the additional cash flow, and the benefit of accessing ...

Best Australian share funds of 2024: Mercer

ANDREW MCKEAN  |  THURSDAY, 30 JAN 2025
The top 10 Australian share funds of 2024 have been revealed, with the reigning champion retaining its crown for a second straight year, according to a Mercer investment survey. The Hyperion Australian Growth Fund claimed the top spot, delivering a ...

HNW advisers flock to private markets

MATTHEW WAI  |  THURSDAY, 30 JAN 2025
Almost two out of three investment advisers are looking to increase their asset allocation into private markets this year, a survey found. The survey comes amid a similar study compiled by Coller Capital, highlighting that one in three investors will ...

AFCA chief operating officer departs

ELIZA BAVIN  |  THURSDAY, 30 JAN 2025
... Agency (Ahpra). "We congratulate Justin on his new role, and I am glad that another national, for-purpose organisation will benefit from his experience and leadership," AFCA chief ombudsman and chief executive David Locke said. Untersteiner joined the ...

Franklin Templeton folds Martin Currie into affiliates

KARREN VERGARA  |  WEDNESDAY, 29 JAN 2025
... Martin Currie's investment teams will maintain their established investment autonomy and processes, all teams will benefit from broader resources, greater scale and enhanced operational efficiencies. The alignment underscores the firm's focus ...

Minimum service standards for super funds welcomed

ELIZA BAVIN  |  WEDNESDAY, 29 JAN 2025
Treasurer Jim Chalmers and Assistant Treasurer Stephen Jones announced new mandatory minimum service standards for all large APRA-regulated superannuation funds. Chalmers said the reforms will improve member outcomes and how funds engage with their ...

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
... "I've been tapering down now for about three years now work only half a week," he said. "I can see that the group will benefit from fresh ideas, energy, and networks." He added that personal experiences over the past year - including the loss of two ...