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Showing 1 - 10 of 45 results for "Investment Menus"

APRA slaps additional licence conditions on HTFS Nominees

KARREN VERGARA  |  FRIDAY, 29 MAY 2026
... 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 ...

Platform cybersecurity, service quality now advisers' deciding factors

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
... 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 ...

GDG reports record FUM growth, eyes stronger second half

MATTHEW WAI  |  WEDNESDAY, 25 FEB 2026
... 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 ...

EQT stands firm on defence, blames ASIC, third parties

KARREN VERGARA  |  MONDAY, 19 JAN 2026
... 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 ...

Diversa hit with additional licence conditions

ELIZA BAVIN  |  TUESDAY, 23 DEC 2025
... 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 ...

Equity Trustees hit with additional licence conditions

ELIZA BAVIN  |  THURSDAY, 18 DEC 2025
... 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 ...

Trump signs order to open 401(k)s to private markets

JAMIE WILLIAMSON  |  FRIDAY, 8 AUG 2025
... 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 ...

Trustees, advisers have 'insufficient focus' on performance

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... 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 ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... 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 ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
... 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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