Search Results | Showing 1 - 10 of 1998 results for %22SMA Report%22 |
| | ... wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report. "Overcoming these challenges is vital if wealth managers are to create value for clients, stakeholders, and society over ... |
| | | ... select migrants able to drive innovative investments or play a valuable role in the venture capital industry," the final report read. Adelaide-based Work Visa Lawyers expects a redeveloped version of the SIV to be introduced from 1 July 2024. It will ... |
| | | ... the ATO doesn't have the required information, we assume the funds themselves will be asked to do this calculation and report the value in their annual return. Compounding this difficulty is the relatively small and declining number of these pensions ... |
| | | First Sentier Investors (FSI) is shuttering four investment teams, seeing the exit of 30 professionals by the end of the year and the loss of about $14 billion in assets under management. The investment manager this morning announced that its locally ... |
| | | ... stickier than the market anticipates, which reaffirms our higher-for-longer bias," VanEck's Australian equities outlook report shows. Market confidence comes off the back of a soft landing that is likely to eventuate, VanEck said, noting that large ... |
| | | ... assurance requirements. This allows time for the necessary uplift." Longo said that while there will be a cost for entities to report, it will also bring benefits and opportunities to those doing the right thing. "More reporting requirements mean you ... |
| | | AMP North inflows from independent financial advisers (IFAs) increased 22% as its platforms business' assets under management (AUM) increased to $74.3 billion. In a quarterly business update, AMP reported that net cash inflows to platforms increased ... |
| | | Praemium is feeling the pressure from financial advisers moving advice groups and transitioning their clients away from Powerwrap. In its March quarterly update, Praemium chief executive Anthony Wamsteker said the Powerwrap scheme experienced $53 million ... |
| | | ... Steve Johnson has told small cap investors to "stop whinging" about share prices. In an exerpt from the March Quarterly Report, Johnson said there are plenty of smaller companies that have seen significant share price rises. "There are reflections of ... |
| | | ... beating Netwealth. Praemium, BT Panorama, and Mason Stevens were also recognised for superior platform functionality. The report also commended AMP North as the "most improved" platform, following its introduction of a broad range of enhancements. |
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