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| | | ... continue to see their performance deteriorate progressively over the long term. While 78% underperformed the S&P World Index over one year, 91% and 93% trailed the benchmark over five- and 10-year periods. Fund managers who focus on Australian equities ... |
| | | | ... comes to balancing innovation with the responsible, safe and ethical use of AI, there is the potential for a governance gap - one that risks widening if AI adoption outpaces governance in response to competitive pressures," Longo said. An example would ... |
| | | | ... impact has been immeasurable." In announcing his retirement, James thanked CommSec, Commonwealth Bank and Felsman. "I'm just one member of an extremely talented team of expert analysts and communicators. It's been an absolute pleasure to work at CommSec ... |
| | | | ... ombudsman for investments and advice Alex Sidoti said the Conflicts Priority Rule under 960 1J of the Corporations Act has become one of the major themes that emerged from the deluge of complaints relating to Dixon Advisory. The law states that a financial ... |
| | | | ... understanding when they can be spending more or less," she said. Advice Essentials Plus charges a set fee of $990 that covers one financial plan or Statement of Advice (SoA). For the meantime, the service is provided by video call for members nationwide ... |
| | | | The Perth-based financial services business has appointed a managing director, promoting from one of its subsidiaries. Tim Bunney has taken on the role, stepping up from managing director and head of institutional sales of the group's main operating ... |
| | | | ... superannuation roles, including head of product and head of super product design. She also worked as a product manager at one point, senior technical manager, and a product development manager. At Advance, she spent close to four years as national manager. ... |
| | | | ... corporate debt (42.5%) were highlighted as the biggest investment opportunities within the fixed income space in the next one-to-two years for Australian financial advisers, the survey found. On the other hand, almost half of those surveyed expected ... |
| | | | ... markets, however net inflows of $231 million were again offset by pension payments of $630 million. It also had $128 million in one-off outflows from the Expand platform which it said was related to client transitions following corporate activity. It ... |
| | | | ... especially when it's a couple. I've always tried hard to engage the wife in the process. I don't favour the husband being the only one knowing what's happening," she said. "I know that's true for a lot of older couples, but I think it's important to ... |
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