Search Results | Showing 1 - 10 of 285 results for "Portfolio Service" |
| | | A new report from KPMG finds superannuation funds are getting ahead for the government's proposed minimum service standards set for 2028, including embedding better accountability for service outcomes in their processes following a debacle of administration ... |
| | | | Clime Investment Management is selling its separately managed accounts (SMA) products and some managed funds for about $7.7 million to an unnamed party. The cash transaction is subject to platform consent, due diligence and completed documentation. ... |
| | | | ASIC is seeking feedback on options for increasing the net tangible assets (NTA) requirement for responsible entities of registered managed investment schemes. In addition, ASIC is looking at increasing the NTA requirements that apply to other fund ... |
| | | | ... negative cashflow ratio in FY25, being Equip Super, MLC Super, AMP Super, and Insignia Financial's Retirement Portfolio Service. While still in a positive position, AustralianSuper had the largest drop in cashflow position in FY25 due to negative ... |
| | | | Praemium has lost $827 million in gross outflows mostly related to financial advisers from OneVue exiting after it finalised the acquisition of the platform last December. The group reported a total of $70.5 billion in funds under administration (FUA) ... |
| | | | Damian Cilmi has left his position as head of investment managers and governance at Praemium to set up a new business at MST Financial. Cilmi, formerly head of investment managers and governance at Praemium, joins MST as a partner responsible for building ... |
| | | | ... disciplined risk framework." The fund will be distributed by T. Rowe Price and be available to both Investor Directed Portfolio Service (IDPS) and superannuation accounts. T. Rowe Price country head for Australia and New Zealand Darren Hall said that ... |
| | | | MST Financial has bolstered its funds under management and advice to $700 million with the acquisition of FIIG Securities' asset management unit from AUSIEX. After acquiring FIIG in May, AUSIEX has transferred the former's income managed funds and individually ... |
| | | | EC Pohl & Co has acquired UK investment management firm, Sanford DeLand Asset Management (SDL), effective 1 November 2025. Upon completion, SDL will operate as a wholly owned autonomous business with longstanding SDL co-managers, Eric Burns, David Beggs ... |
| | | | ... best help them get there," she said. According to APRA statistics, at June end across MLC Super Fund and IOOF Portfolio Service Superannuation there was about $165 billion in funds under management. |
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