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Showing 1 - 10 of 1311 results for "Edge"

Advised cover faces claims data test

VINNY VUCAGO  |  THURSDAY, 22 OCT 2026
... advised policies and 88% for group super. Paul Luu, financial adviser and life insurance specialist at Evalesco and Principal Edge, said regular policy reviews were essential to ensure insurance remained aligned with clients' changing financial circumstances. ...

HESTA lowers investment fees

ELIZA BAVIN  |  TUESDAY, 6 OCT 2026
HESTA has announced lower investment fees and costs across most of its core investment options for the 2025/26 financial year. The changes, reflected in HESTA Super's updated 30 September Product Disclosure Statement, show investment fees and costs ...

Active managers face selection test: Morningstar

VINNY VUCAGO  |  THURSDAY, 24 SEP 2026
... than 800 Australian domiciled managed funds and ETFs across nine categories to June 2026, found passive strategies had the edge over the past year, contributing to weaker 10-year active fund success rates. However, top-quartile active managers deliver ...

Russell launches retirement solution

VINNY VUCAGO  |  MONDAY, 14 SEP 2026
... client's portfolio just because a client is approaching retirement," Rogan said. Both portfolios are now available on CFS Edge, with a minimum investment of $5000. Colonial First State executive director, managed accounts, Francy Taylor said the ...

Capital Group makes C-suite appointment

ELIZA BAVIN  |  FRIDAY, 28 AUG 2026
... long-term commitment to its people and culture paired with its client-centric mindset," Veiga said. "Capital is on the cutting edge of technology, and the opportunity to help lead during a period of global expansion for the company, amid the growing ...

Advised clients more satisfied despite heightened costs: Report

MATTHEW WAI  |  TUESDAY, 25 AUG 2026
A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice. According to Russell Investments' annual Value of an Adviser Report, which surveyed almost 1000 Australians ...

MA Financial AUM surges 44% in 1H26

MATTHEW WAI  |  THURSDAY, 20 AUG 2026
MA Financial Group posted a positive half year to 30 June 2026, with assets under management (AUM) increasing by 44% to $15.5 billion, attributed to significant activity levels in core real estate. The strong performance led to an increase of underlying ...

Growth assets drive recovery for super in latest quarter: Morningstar

MATTHEW WAI  |  THURSDAY, 6 AUG 2026
New research from Morningstar found super funds rebounded "strongly" in the second quarter of the calendar year, reversing weakness recorded in 1Q26. According to Morningstar's Superannuation 360 report for Q2 2026, super returns recovered through their ...

CFS strengthens managed accounts menu

RIDDHIMA TALWANI  |  TUESDAY, 28 JUL 2026
... strengthened its managed accounts menu, amid strong growth in client demand and continued momentum across the sector. The CFS Edge Signature menu has included the CFS 150 portfolio, Pendal Australian equity, and Russell short-term and medium-term retirement-focused ...

Special Feature: Beyond safekeeping

BRENDAN SWIFT  |  MONDAY, 27 JUL 2026
... structures become iron clad. "We're a pretty risk-averse fund," Nairn says. "So I wouldn't say we'd be on the bleeding edge of things like tokenisation. But we do see opportunities there - it needs to be a lot more holistic and stable of ...
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