Search Results | Showing 81 - 90 of 2000 results for %22SMA Report%22 |
| | | ... underway to build new relationships and increase net inflows from non-aligned financial adviser groups, in particular, through SMA administration services and wider adoption of our existing platforms and funds," Fiducian executive chair Indy Singh said. ... |
| | | | ... registrations, accounting for 70.4%. This represents a 22.1% rise over the rolling four-year average. Managed accounts, under the SMA model, experienced a 174.4% increase from the previous year. "Managed investment products continued to be the industry's ... |
| | | | The latest Investment Trends' Australian Online Investing Report has cited cost of living pressures as cause for the decline in online investing this year. Based on a survey of 22,324 investors and traders conducted from April to May, found about 1.28 ... |
| | | | Pinnacle Investment Management was able to buffer wider economic shocks to maintain its profitability, reporting modest inflows and funds under management growth in the 2023 financial year. The ASX-listed firm, with its 15 affiliates, saw FUM of $91.9 ... |
| | | | ... -$34.6 million related to acquisitions, divestments, transaction and other one-off costs. The group said it expects to report group revenues of $1.23 billion, some 4.5% better than last year. Its operating earning before interest and taxes will come ... |
| | | | The wealth group will consolidate its self-employed licensees under one brand, to be owned by the advisers via a new equity model. It has also confirmed it will divest most of its holding in Godfrey Pembroke and is looking to sell Millennium3. Insignia ... |
| | | | ... institutions have fallen victim to cyber breaches, most notably NGS Super. According to MinterEllison's 2023 Cyber Risk Report, 82% of survey respondents from the financial services sector ranked cyber risk among their top five priorities. However, only ... |
| | | | IFM Investors has backed utilities and communications provider Smart Urban Properties Australia (SUPA), making a $50 million investment. The global fund manager said it entered into a binding agreement with SUPA Group, which provides dual energy infrastructure ... |
| | | | Investors abandoned unlisted managed equity funds in record amounts in the June quarter, data from Calastone reveals, as they look to cash and fixed interest for security. Some $2.8 billion is the largest outflow Calastone has recorded in the last five ... |
| | | | While super funds' returns might have recovered, member satisfaction certainly hasn't. In fact, a new report shows it's fallen even further. The latest CSBA FEAL Superannuation CX Benchmarking report found 25% of members who had recently engaged with ... |
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