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Showing 81 - 90 of 1070 results for "Separately"

APRA dissects retirement products for the first time

KARREN VERGARA  |  FRIDAY, 27 JUN 2025
... worth $289.6 billion. Some $115.7 billion is in single manager unlisted strategies, while $38.2 billion is held in separately managed accounts (SMAs) on platforms. There is about $27.3 billion held in single asset strategies sitting on platforms. Meanwhile ...

Betashares gearing up to expand Wealth Builder product suite

ANDREW MCKEAN  |  WEDNESDAY, 25 JUN 2025
... fees, investors still access a lower cost of leverage than what's available through margin loans or home equity loans. Separately, Betashares has recently registered the Betashares Global Shares Ex US ETF. Gleeson declined to comment on that ETF.

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
... is upheld, investor sophistication may reduce compensation but does not alter the retail classification," AFCA said. Separately, AFCA began accepting complaints relating to buy-now-pay-later (BNPL) products, including low-cost credit contracts on June ...

Fidelity International launches first global equity SMA

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
Fidelity International has unveiled its first global equity separately managed account (SMA) in Australia, with support from private wealth partner Emanuel Whybourne & Loehr. The Fidelity Global Top 50 ex Australia Portfolio draws on the firm's global ...

Super moves: TCorp, ESSSuper, Funds SA, Team Super

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... fabulous board. I know that Team Super has a bright future and will continue to go from strength to strength," she said. Separately, Funds SA has strengthened its board with the appointment of Sarah Pearson as a non-executive director for a three-year ...

LGT Crestone, AUSIEX acquisitions finalised

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
... promoting partnerships with leading external vendors and to play a role in Australia's financial market infrastructure. Separately, LGT Crestone has integrated CBA's high-net-worth financial advice unit with its $5 billion in assets under advice. ...

Aware Super recruits Marsh McLennan risk specialist

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... She departed the group in September 2024, having previously worked at BankWest and the Property Council of Australia. Separately, Mercer Superannuation - which is part of the group - last month confirmed the appointment of Dennis Gentilin - an ex-banker ...

Industry funds feast, retail funds snack, corporate funds freefall

ANDREW MCKEAN  |  THURSDAY, 29 MAY 2025
... over the year as a result of lump sum payments increasing to $70 billion and pension payments rising to $57.6 billion. Separately, over the year to March 31, the best-performing default investment options were Colonial First State's Essential Super Employer ...

Franklin Templeton, Pendal funds shutter

KARREN VERGARA  |  MONDAY, 26 MAY 2025
... over rolling three-year periods. Performance wise, it made 9.29% p.a. over the last year and 6.67% p.a. over 10 years. Separately, the Pendal Asian Share Fund will terminate on August 18 due to its inability to scale. The fund had $21.8 million at the ...

Scrutiny, costs major hurdles to boosting IPOs

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... changes in market structure, saying the increase in disintermediation in markets and rise of exchange-traded funds and separately managed accounts may prove efficient for the wealth management industry and its clients - but it's less positive for listed ...