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Showing 61 - 70 of 583 results for "Directed"

Schroders shutters local private debt arm

JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2024
Schroders has confirmed its Australian private debt division will close, saying its efforts are better directed elsewhere. Schroders Australia is terminating its local private debt strategy, which was launched in 2020 when it established its private ...

Half of advice, super complaints result in no remedy

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... investment and advice complainants. The top three products for investments and advice complaints were shares (52%), investor directed portfolio services (11%), and other managed investments (7%). The category "other managed investments" includes managed ...

JP Morgan subsidiaries fined $230m by regulator

JAMIE WILLIAMSON  |  FRIDAY, 1 NOV 2024
... conflicts of interest, the SEC explained. In order to conduct the trades, the SEC found that a JPMIM portfolio manager directed an unaffiliated party to buy commercial paper or short-term fixed income securities from JPMS for JPMIM to then buy on behalf ...

Global equity, AREIT managers biggest underperformers: S&P Dow Jones

KARREN VERGARA  |  TUESDAY, 29 OCT 2024
... into index-tracking funds. "In Australia the bulk of investor inflows into exchange-traded funds are continuing to be directed into index funds, which now account for more than 91% of total Australian ETF industry assets," he said. "We estimate there ...

Choice products continue to overshadow MySuper: APRA

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... to be placed. "This includes determining an appropriate target market and ensuring the distribution of the product is directed towards this target market," APRA said.

APRA calls out high-cost super platforms

ELIZA BAVIN  |  TUESDAY, 24 SEP 2024
... Regulatory Guide 274. This includes determining an appropriate target market and ensuring the distribution of the product is directed towards this target market," APRA said. "In the case of platform products, this is likely to be conditions that help ...

Rising HNW numbers fuel need for specialist advice

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
... include estate planning, tax optimisation, and investment strategy reviews... Additionally, as more investors take a self-directed approach or seek episodic advice, the role of advisers in providing targeted, specialised advice becomes even more critical," ...

APRA alleges First Super co-chair breached director duties

JAMIE WILLIAMSON  |  FRIDAY, 6 SEP 2024
... and was aware that the employee continued to undertake a significant amount of work for the CFMEU. It's alleged he directed the employee to carry out the work for the CFMEU and was aware that First Super was paying fees under the MESC contract equivalent ...

Betashares completes Bendigo Superannuation acquisition

KARREN VERGARA  |  MONDAY, 2 SEP 2024
... goals from accumulation to retirement." Last year, the fund manager launched Betashares Direct, a new platform for self-directed investors.

All MySuper products pass super performance test

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
... products passed this year's superannuation performance test with flying colours for the first time, while some trustee directed products (TDPs) need to lift their game, according to APRA. APRA assessed the performance of 57 MySuper products and 590 ...