Search Results | Showing 1 - 10 of 49 results for "Investment Menus" |
| | | ... said it has "elevated concerns" around the platform segment. "Platform trustees often oversee large and complex investment menus, rely on adviser and promoter-led distribution, and allow members considerable discretion to concentrate their savings in ... |
| | | | ... Shield and First Guardian. " The impact of the reforms will be most significant for platform trustees, given that investment menus are typically broader, products are more complex, and advisers can play a larger role in selecting and recommending investment ... |
| | | | ... This includes trustees ensuring their investment management capability commensurate to the complexity of their investment menus. Addressing weaknesses in onboarding, monitoring and offboarding practices, and material conflicts, as well as improving member-level ... |
| | | | ... FY26, 330 new investment options were also added to the Spectrum, Powerwrap and separately managed account (SMA) investment menus. Commenting, Praemium chief executive Anthony Wamsteker said the strong quarter validated its strategic focus on the HNW ... |
| | | | ... 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 ... |
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