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| | | ... return fixed income strategy - with a dual mandate targeting capital preservation and returns of tow to 3% above cash - will not change. Kapstream founder Kumar Palghat said: "We've worked with and known Bob for most of his career, and his joining could ... |
| | | | ... telephone or human advice, but it is increasingly becoming all about omni-channel," Pollock said. He said too commonly people are not engaging with their super until they begin preparing for retirement, so super funds need to engage members earlier ... |
| | | | ... CBA, the technology bank, to deliver a solution to enable the Australian farmer to make better business decisions. Decisions not just based around chasing yield, but more importantly, profitability." "By collaborating with their farming team of accountant ... |
| | | | ... nothing. The US non-farm payrolls report is the most-watched, eagerly-awaited, much-speculated and heavily-dissected statistic not only in America but around the globe. But its outing last Friday produced more of a whimper than a bang - the Dow slipped ... |
| | | | ... sheet and eliminates its need to make ongoing capital injections into the business. "Ongoing public ownership of Pillar was not in the interests of Pillar's clients, staff or NSW taxpayers. Mercer is better placed to invest in Pillar to ensure it continues ... |
| | | | ... analytics David Beal said: "Our research has shown that people in our market demographic want to seek financial advice but do not want to sit down with an adviser without having a reasonable degree of understanding first." Based on IQ Group's report ... |
| | | | ... important fund selection criteria, followed by an existing or legacy relationship, with brand recognition ranked third. "Do not underestimate the importance of ongoing dialogue with IFAs and of building close relationships with both IFAs and the players ... |
| | | | Robo-advice has the ability to grow client bases and firm profitability if advisers are prepared to evolve and reflect a new generation of clients. The combination of lower fees, greater transparency and a simplified user experience has driven the growth ... |
| | | | ... single-minded focus is on helping every one of them reach their financial goals, both now and into retirement, and that will not change. "At QSuper, our members come first and we will continue to provide them the best possible value for money through ... |
| | | | ... complexities. APRA member Geoff Summerhayes told a parliamentary inquiry on the life insurance industry that insurers have not invested enough in "systems and processes capable of fairly and accurately administering their book of legacy business." Summerhayes ... |
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