Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 61 - 70 of 2000 results for %22SMA Report%22

Internal teams gain decision-making power: Frontier

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2023
... of fund managers believe internalisation of investment teams is the biggest threat to their business going forward, the report said.

Pepper Money launches SMSF loan offering

CASSANDRA BALDINI  |  MONDAY, 23 OCT 2023
... the non-bank lender, it identified an opportunity in the market following ATO's SMSF June 2023 quarterly statistical report. The report found that SMSFs hold an estimated $876.4 billion in total assets and there were almost 598,000 SMSFs, an increase ...

Alpine Capital launches in Melbourne

CHLOE WALKER  |  FRIDAY, 20 OCT 2023
Newly formed RE Capital Advisory has teamed up with stockbroking giant Wentworth Securities (Wentworth) to launch Alpine Capital, an emerging company advisor, stockbroker, and wealth management platform. The new team at Alpine Capital includes RE Capital ...

The ugly truth: Unattractive fund managers are investment darlings

ANDREW MCKEAN  |  TUESDAY, 17 OCT 2023
According to a study by Shanghai Jiao Tong University, having a face only a mother could love pays off in funds management, as unattractive fundies outperform their good-looking peers. In the first economics study to employ a deep learning model to ...

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... impact up to 50,000 self-managed super fund members (SMSF), including posing liquidity challenges. According to a recent report conducted by the International Centre for Financial Services (ICFS) at the University of Adelaide and commissioned by the ...

Australia vulnerable to further shocks: RBA

CASSANDRA BALDINI  |  MONDAY, 9 OCT 2023
... resilient off the back of strong demand and high cash buffers supporting profitability and balance sheets. Nonetheless, the report flagged persistent cost pressures, along with a decline in demand, are putting pressure on some profitability and liquid ...

Smart beta 'taking over' active management share: VanEck

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
... been negative for the past two years. Underscoring this decline, Rainmaker Information's exchange traded product (ETP) report from June showed active products' market share dropping from 17% to 13.7% in the past 12 months. Interestingly, the chief contributor ...

Risk sector grows 4%: Research

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... and Zurich (5.4%) with $1.6 billion also reported strong inflows for the year. Resolution Life was the only insurer to report a decline in this category of -2.1%, ending the period with $867 million. Activity for AIA and MLC Insurance were unchanged ...

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
Bridges Financial Services continues to bleed advisers, losing nearly 20% of its authorised representatives this month, as parent company Insignia Financial ramps up its restructure. Twenty-three Bridges authorised representatives ceased on the ASIC ...

Trading platform pays $830k over suspicious trades

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2023
... took to close alerts, a lack of action to address the suspicious trades, and its failure to lodge a suspicious activity report with ASIC until 5 November 2021. "The MDP considered that these circumstances demonstrated that Interactive Brokers did not ...