Search Results | Showing 71 - 80 of 1027 results for "SoA" |
| | | BT has launched the Drummond Private Markets Separately Managed Account (SMA) on the BT Panorama platform, offering high-net-worth (HNW) clients access to a portfolio of private equity, private debt, and real assets. BT head of managed accounts Zac ... |
| | | | Superannuation assets soared to $3.9 trillion, jumping 11.3% at the end of March despite the number of APRA-regulated funds shrinking. The latest APRA statistics show that a wave of contributions drove the momentum as well as investments returning 10.9% ... |
| | | | New research from the Productivity Commission has revealed changes to income and wealth levels during COVID-19. "The initial pandemic period saw an unprecedented decline in income inequality. The incomes of lower-income households grew rapidly in relative ... |
| | | | The funds management division of Australian property group Jinding has launched as its own entity, Ladon Capital. The new business, which has offices in Melbourne and Singapore's Marina Bay Financial Centre, is targeting Asia Pacific investors for Australian ... |
| | | | ... review their processes to ensure they are not benefiting at their expense. "This does not mean trustees need to check every SOA, but it means they should have processes in place to identify practices that may be resulting in superannuation balance erosion ... |
| | | | The S&P/ASX200 is set to rise nearly 10% to 8300 by the end of the year, VanEck predicts, as Australia will also continue to avoid the "most anticipated recession" that never happened. Australia's blue-chip stocks are poised to surge further after ... |
| | | | Australia's exchange-traded fund (ETF) sector is tipped to rise 30% in 2024, buoyed by passive equity and fixed income products, State Street predicts. Tim Helyar, the country head for Australia at State Street, said the forecast is based on discussions ... |
| | | | Several major superannuation funds such as UniSuper, Aware Super, and Equip Super continue to invest in global weapons companies despite growing concerns among members, particularly as the Israel-Hamas war escalates. This includes France's Thales ... |
| | | | Australia's sovereign wealth fund hit $272.3 billion in assets under management, buoyed by an 8% return for the 2023 calendar year. In a performance update, Future Fund chief executive Raphael Arndt said the fund remains resilient amidst the risks ... |
| | | | ... Quality of Advice Review (QAR), the government plans to modernise the best interests duty and amend the Statement of Advice (SoA), while also granting approval for superannuation funds to provide personal advice. In its final report, titled Delivering ... |
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