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Showing 131 - 140 of 2203 results for "Mortgage"

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... their members through multiple digital channels." Moneysoft's client book includes financial advisers, money coaches, mortgage brokers, and retirement funds. "Moneysoft services financial advisors and funds through existing SaaS lines of business focused ...

Retirement calculators 'can't be counted on': SCA

ANDREW MCKEAN  |  MONDAY, 30 SEP 2024
... rather than tailoring them to their product. The calculators provided limited support for those without a home or with a mortgage. While all allowed users to input homeownership status, none used this information to assess eligibility for Commonwealth ...

Calls for independent oversight on mortgage stress

ELIZA BAVIN  |  MONDAY, 23 SEP 2024
In August, Finder's Consumer Sentiment Tracker recorded the highest level of mortgage stress since it first began tracking in early 2019. More than two in five (42%) homeowners struggled to pay their home loan in August with an estimated 1.4 million ...

Macquarie cops US$80m from SEC

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... watchdog fined Macquarie Asset Management (MAM) US$80 million after a subsidiary fudged the valuations of collateralised mortgage obligations (CMOs) within a fixed income strategy. Macquarie Investment Management Business Trust (MIMBT) overvalued about ...

Aussies unprepared to manage retirement income

ANDREW MCKEAN  |  THURSDAY, 12 SEP 2024
The complexity of retirement income decisions has left many feeling ill-equipped to manage their superannuation savings and generate an income that will deliver a comfortable lifestyle later in life, according to GBST research. The wealth management ...

Metrics to list CRE fund

KARREN VERGARA  |  TUESDAY, 10 SEP 2024
... private markets CRE investments covering the entire capital structure from lower risk, senior secured first registered mortgage debt, through to higher risk and potentially higher returning equity investments. The fund seeks to preserve investor capital ...

Super funds fail to meet millennial members' expectations: ASIC roundtable

ANDREW MCKEAN  |  MONDAY, 2 SEP 2024
Super funds are falling short of millennial members' expectations, according to financial experts at an ASIC roundtable. The roundtable panellists, which included financial adviser Andrew Dunbar, She's on the Money podcast host Victoria Devine ...

Economists hit back at RBA guidance

ELIZA BAVIN  |  TUESDAY, 27 AUG 2024
... responsibility for controlling inflation should remain with the RBA and that unfortunately means the burden remains on mortgage holders." According to Finder's latest RBA Cash Rate Survey, around one in four economists expect to see the first rate cut ...

360 Capital returns to profit in FY24

KARREN VERGARA  |  MONDAY, 26 AUG 2024
... and the mark to market of its listed investments. 360 Capital operates two ASX-listed REITs, 360 Capital REIT (TOT) and Mortgage REIT (ASX:TCF), and the unlisted Private Credit Fund (PCF). At the end of FY24, the firm had $55.4 million in co-investments ...

Wages grow 0.7% in June quarter

KARREN VERGARA  |  WEDNESDAY, 14 AUG 2024
... household types were higher than the increase in the CPI," Marquardt said. Insurance and financial services, such as mortgage interest charges, and food and non-alcoholic beverages mainly ate up household budgets. On an annual basis, living costs rose ...