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Showing 1591 - 1600 of 18257 results for "Plan"

Netwealth records $78bn FUA, flags departure

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2024
... delivered should continue to reduce outflows which we believe were largely driven by adverse market conditions." According to Plan for Life data, Netwealth is the sixth-largest platform by FUA market share, as at September 2023.

Betashares leads Australian ETF net flows

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
Betashares claimed top spot in net flows among Australian ETF issuers in 2023, amassing net inflows of $5.6 billion, outstripping industry giants iShares and Vanguard. Separately, Betashares announced that two of its flagship equity funds, the Betashares ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... practice with Robert Devlin, the head of advice and partner Tribeca Financial. This is to ensure that clients can proactively plan for what the future might hold and help them make decisions, such as buying a new home or investment, if and when rates ...

Diverger shareholders welcome Count takeover

KARREN VERGARA  |  WEDNESDAY, 24 JAN 2024
Diverger shareholders have given Count their seal of approval to acquire the company in a landslide voting result. An overwhelming 99.97% of shareholders voted in favour of Count taking over the company at yesterday's scheme meeting. In the lead up ...

Albanese set to overhaul Stage 3 tax cuts

KARREN VERGARA  |  WEDNESDAY, 24 JAN 2024
... last year with a range of measures. People are benefiting from cheaper medicines, cheaper childcare, the energy price relief plan. But we're looking at other ways as well. Are there other ways that we can provide support for people?" Independent ...

Commerzbank acquires Aquila Capital

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2024
... products aimed at a net-zero economy and strengthens Aquila Group's position in the market. "Together with Commerzbank, we plan to significantly enhance Aquila Capital Investmentgesellschaft's prominent role as a sustainable real asset investor ...

Aussies want advice from their super fund: CFS

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
... already in super. When asked if they would be interested in using funds already invested in their super to pay for a retirement plan, 61% of Australians said yes. The strongest interest was from younger Australians aged 25 to 29. Three in four men (76%) ...

Qantas Super reduces premiums again

KARREN VERGARA  |  TUESDAY, 23 JAN 2024
Qantas Super has again reduced its insurance premiums six months after it made a round of cuts. On January 1, Qantas Super premiums for income protection reduced by 13%, while rates for default and voluntary death and total and permanent disablement ...

MSC Trustees acquires Certane Corporate Trust

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
MSC Trustees has acquired Certane Corporate Trust, the fund administration and corporate trustee business formerly owned by the now-defunct Sargon Capital. Following the transaction settlement on January 12, MSC Trustees now has some $30 billion in ...

Adviser registration deadline moves to February 16

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
ASIC has again pushed back the financial adviser registration deadline in fear that many relevant providers will not make the February 1 cut off. The 4036 advisers who as of January 18 have outstanding registrations, according to ASIC, now have until ...