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| | | New research from Milford Asset Management challenges widely accepted investment principles, arguing retirement portfolios require a fundamentally different approach from those built during the accumulation phase. The paper, When Timing Becomes the ... |
| | | | ... make estimated costs and levy information easier for industry participants to navigate. The regulator's forward estimates show recoverable costs are expected to rise further to $412.9 million 2026-27 before easing to $382.7 million 2027-28. Registered ... |
| | | | Despite recording positive investment performance, GQG Partners observed a significant outflow, with net outflows of $4.62 billion (US$3.2bn) recorded in the month of June, as funds under management (FUM) slipped to $225 billion (US$156bn) at June end ... |
| | | | Index-based income ETFs have seen another record month of flows as the shift towards yield-focused funds gathers momentum, according to the latest ETF Market Scoop from Global X ETFs. Index-based equity income ETFs attracted a record $309 million of ... |
| | | | AUSIEX has launched a cash account to help financial advisers manage client cash seamlessly alongside trading accounts. The account is designed to simplify and streamline cash management, accelerate funding and settlement, improve visibility and control ... |
| | | | HESTA, Cbus and Mercer have delivered strong returns for members over the financial year 2025-26 despite global uncertainty, attributing it to their diversification strategy. HESTA's MySuper Balanced Growth option delivered 9.46% returns whereas Cbus ... |
| | | | The Compensation Scheme of Last Resort (CSLR) has increased the estimated FY27 levy to be paid by the financial services sector to $198.1 million, a $60.7 million increase from its initial estimate announced in November 2025. The latest update expects ... |
| | | | AMP Super, Colonial First State (CFS) and MLC have delivered strong returns for members with growth-focused options posting double digit gains despite heightened market volatility and geopolitical uncertainty. AMP Super said MySuper members invested ... |
| | | | Nearly 40% of sovereign wealth funds have an allocation to ETFs, a new report from Invesco shows, underscoring their expanded roles among institutional investors as their rate of adoption hits a "meaningful threshold". Invesco's Global Sovereign Asset ... |
| | | | Mercer Superannuation Australia will pay a $10.3 million penalty after it admitted to breaching the Reportable Situations Regime on several occasions, which the Federal Court found could have had the "potential to have a detrimental effect on members." ... |
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