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Showing 961 - 970 of 7285 results for "SMA"

ASIC, APRA slam premium hikes

KARREN VERGARA  |  FRIDAY, 15 DEC 2023
Life insurers are underhandedly hiking premiums in a way that is misleading and fails to explain why they are rising, according to APRA and ASIC, warning that they will take regulatory action if practices do not improve. The regulators have reprimanded ...

Caddick SMSF clients should recoup all funds: Lawyer

KARREN VERGARA  |  FRIDAY, 15 DEC 2023
While there are good indications that Melissa Caddick's victims will recoup most of their funds, the lawyer spearheading the latest class action believes that SMSF clients should get all their money back. Michael Chapman, a director at Melbourne-based ...

BT signposts key issues for advisers in 2024

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
BT has forecast that the unexpected surge in Australian property values, fuelled by population growth and a housing shortage in major cities, is set to galvanise financial advice discussions focused on superannuation and tax strategies. "Good old real ...

New enhancements to Expand, CFS Edge

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... Accelerate Series, now available on CFS Edge, combines reduced investment fees with discounted administration fees to deliver SMA solutions. According to Colonial First State (CFS), the new offering was designed in response to feedback from advisers ...

Local investors continue to flock to ETFs: VanEck

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
VanEck's latest annual investor survey has found that despite volatility, most Australian investors are set to increase their investments in exchange-traded funds (ETFs) within the next six months. Additionally, around 50% of investors intend to boost ...

Advisers, accountants ramp up partnerships

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
Putting an old rivalry behind, financial advice practices are increasingly joining forces with accounting firms as the former seeks to meet clients' demand for holistic advice that includes taxation. Over the next decade, Radar Results predicts ...

Agricultural sector in for a mixed 2024: Outlook

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2023
It seems the challenges faced by the agricultural sector this year are likely to continue into 2024 as farmers grapple economic headwinds and lower commodity prices, however the second half is tipped to prove more fruitful. Trade conditions have improved ...

UK to overhaul advice affordability, access

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
The UK government is proposing major changes to make financial advice more accessible and affordable to everyday people as only 8% of consumers call upon the services of financial advisers. The Financial Conduct Authority (FCA) is looking to rollout ...

GSFM to distribute Access Capital Partners offering to HNWs

CHLOE WALKER  |  FRIDAY, 8 DEC 2023
GSFM has partnered with Parisian firm Access Capital Partners (ACP) to distribute its European infrastructure and smaller buyout strategies to local wealthy investors and family offices. GSFM chief executive Damien McIntyre said the partnership will ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
Financial advisers are feeling energised by private markets as fund managers pave the way to make opportunities accessible not only to sophisticated investors but also retail clients more than ever. Diversification, enhanced returns, and improved accessibility ...