Search Results | Showing 1 - 10 of 45 results for "Investment Menus" |
| | | ... Guardian or Shield master funds on its platform. Effective May 29, HTFS must appoint an independent expert to review investment menus and governance frameworks, including conflicts and member outcomes. It must develop and implement an uplift plan to ... |
| | | | ... continue to navigate the trade-off between value and cost, many providers are introducing simpler, lower-cost investment menus, the report noted. The findings underscore how platform competitiveness is increasingly defined not by feature breadth alone ... |
| | | | ... governance offering to support licensees, platforms, and wealth business in managing approved product lists (APLs) and investment menus in response to heightened governance expectations and scrutiny. Meanwhile, Evidentia Group has delivered $4.9 billion ... |
| | | | ... Super and Pension platforms, and Super Simplifier Superannuation Fund approved the inclusion of Shield on their investment menus. It was available from February 2022 to August 2023. However, EQT blames ASIC for failing to warn the market and ETSL about ... |
| | | | ... immediately, Diversa is required to appoint an independent expert to undertake separate reviews of its platforms' investment menus and investment governance framework; develop and implement an uplift plan to address identified gaps, and provide APRA ... |
| | | | ... immediately, ETSL is required to appoint an independent expert to undertake separate reviews of its platforms' investment menus and investment governance framework; and develop and implement an uplift plan to address identified gaps. It must also ... |
| | | | ... the Biden administration urging plan fiduciaries to exercise "extreme care" before adding cryptocurrencies to investment menus. That warning was labelled as "overreach", with the Department of Labor saying its stance on cryptocurrencies in retirement ... |
| | | | ... on the advice licensees' product approvals. Some licensees over-relied on options being included in trustees' investment menus," he said. "Another notable theme, which I have already touched on, was an over-reliance on research house ratings when choosing ... |
| | | | ... licensees' product approvals and some advice licensees over-relied on the option being included in trustees' investment menus," the review states. There is also an over-reliance on ratings houses, ASIC said. It identified two trustees that merely require ... |
| | | | ... recognised for superior platform functionality. However, the report underscored that all platforms broadened their investment menus, aligning to industry thematics such as managed accounts, cash, and retirement solutions. "All platforms have again delivered ... |
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