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Showing 1281 - 1290 of 7723 results for "Currently"

Online investor numbers dip as cost-of-living bites

CHLOE WALKER  |  FRIDAY, 4 AUG 2023
... sufficient disposable income (36%) was stated as the largest hurdle to begin investing. Looking at the behaviours of those currently investing, the report revealed a continued growth in allocation to term deposits or high yielding savings accounts (9% ...

Bombora, Morrows partner on risk advice

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2023
... led by Cameron Peck and Mark Butler. Both Peck and Butler bring more than 20 years' experience in advice and are currently directors of Safeguard Life in Melbourne. Meanwhile, Laurel Moulynox, who serves as director of Morrows Private Wealth, said ...

State Street brings Fund Connect ETF Portal to Australia

ANDREW MCKEAN  |  TUESDAY, 1 AUG 2023
... (APs) with global issuers. The portal offers access to around 1100 ETFs in several currencies from over 50 issuers. Currently, it caters to around 95 APs. State Street global head of Fund Connect ETF Lori Coakley said: "In the Australian ETF market ...

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
... Quirk explained. In addition to Edge, CFS offers FirstChoice and FirstWrap as a two-platform strategy. While CFS is currently committed to continuing this strategy, Edge will replace FirstWrap over time. FirstChoice on the other hand is still a very ...

New boutique hires EQT as RE

KARREN VERGARA  |  MONDAY, 31 JUL 2023
... Equity Trustees has won another responsible entity mandate this month from a fledgling investment manager whose funds currently focus on Australian equities. Blackwattle Investment Partners, which opened its doors in May, named Equity Trustees to oversee ...

Aware Super details new term deposit option

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2023
... members with at least $15,000 in their account can now invest their super directly in term deposits, locking in rates currently as high as 5.25%. In April, Financial Standard flagged Aware Super was introducing a term deposit investment option as part ...

VFMC chair to retire

JAMIE WILLIAMSON  |  FRIDAY, 28 JUL 2023
... governance experience." Upon his retirement, Lisa Gay will take over as chair of the VFMC board in an acting capacity. She is currently deputy chair. "Lisa is a highly regarded non-executive director with financial services experience in funds management ...

Retail super funds plan to merge

ANDREW MCKEAN  |  WEDNESDAY, 26 JUL 2023
... Centric as the receiving fund, one of the considerations was that clients of Encircle are serviced by a licensee which is currently servicing members, ensuring members would continue to be serviced by their existing adviser after the transfer," the spokesperson ...

Insurance firms defy inflationary shocks

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2023
... Results figures, which values them higher compared to a year ago. A risk firm with clients aged 55 to 60 years old is currently selling at 2.1x-2.5x, up from 2.x to 2.3x from FY2022. A risk firm with clients who are aged 61 and older is currently selling ...

Aware Super migrates members to Bravura platform

ANDREW MCKEAN  |  MONDAY, 24 JUL 2023
... brought super into the 21st century and now provide the seamless real-time service experiences Australians expect and currently have in other facets of their life." Bravura's cloud-based Sonata Alta platform, under the BPaaS (Business Process as ...