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Showing 161 - 170 of 5087 results for "House"

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... technology as a game changer. For Insignia advisers, this saves 30 minutes per meeting. Another efficiency gain is an in-house build on top of Co-Pilot that auto generates the implementation checklist using the SoA to save 15 minutes per appointment. ...

AFCA temporarily reinstates UGC to address complaints

RIDDHIMA TALWANI  |  FRIDAY, 26 SEP 2025
The Australian Financial Complaints Authority (AFCA) has reinstated United Global Capital's (UGC) membership until 31 March 2026, to ensure consumers can lodge complaints regarding Shield and First Guardian Master Fund. UGC was expelled from AFCA membership ...

National decline in retirement confidence: AMP

ANGELIQUE MINAS  |  MONDAY, 22 SEP 2025
AMP has launched Retirement Confidence Pulse, a new barometer to measure how financially confident Australians feel about life after work. The inaugural score is a concerning 50/100. Amidst a cost-of-living crisis and spikes in household expenses, the ...

Australian economy in 'very good place': RBA

ELIZA BAVIN  |  MONDAY, 22 SEP 2025
Reserve Bank of Australia (RBA) governor Michele Bullock has told a parliamentary inquiry the Australian economy is in a good position, with inflation within the board's target range of between 2-3%. Bullock said the central bank is pleased to see inflation ...

CareSuper hires chief member officer

JAMIE WILLIAMSON  |  THURSDAY, 18 SEP 2025
... members," CareSuper chief executive Jason Murray said. "Our members benefit from a personalised experience delivered by an in-house team that consistently ranks #1 for customer service across super and financial services. That recognition reflects the ...

FEATURE: Problem detected

MATTHEW WAI  |  THURSDAY, 18 SEP 2025
... outsourced member administration as of 30 June 2020. At the time, ASFA noted that it expected the number of funds with in-house admin functions would grow as "funds look to increase their control", the super sector has since undergone an industry-wide ...

Zenith reaffirms Metrics ratings amid doubts

MATTHEW WAI  |  WEDNESDAY, 17 SEP 2025
... Partners has reaffirmed all ratings for Metrics Credit Partners' funds following the recent downgrades by another research house. Two of Metrics' funds were downgraded by Lonsec over governance concerns earlier this month. The downgraded funds ...

Zenith names portfolio solutions lead

KARREN VERGARA  |  TUESDAY, 16 SEP 2025
... serving in the deputy seat of this position for three months. He started out as a senior investment analyst at the ratings house in October 2012 and was promoted to head of income and multi-asset, and thereafter led multi-asset and Australian fixed income. ...

Another industry body urges Division 296 reconsideration

MATTHEW WAI  |  TUESDAY, 16 SEP 2025
... additional tax on super balances over the $3 million threshold once legislated, has made no progress since passing the lower house in October last year. The IPA objects to the lack of a refund mechanism for negative earnings and optionality for funds ...

FEATURE: Back in action

ELIZA BAVIN  |  FRIDAY, 12 SEP 2025
... built up in their home to invest. "This is far more popular with our clients. So, for example, someone has a million-dollar house with a $400,000 mortgage left on it, and they say, 'we have over $600,000 of equity here, I'd like to do something more ...