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Showing 2151 - 2160 of 18263 results for "Plan"

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
Superannuation funds must prioritise members financial interests, guiding emotionally driven investors towards apt solutions for investment success. Brighter Super head of advice Steven O'Donoghue says that members can be driven by emotions in their ...

Consumer interests prioritised in YFYS review

ANDREW MCKEAN  |  WEDNESDAY, 5 APR 2023
... Likewise, Super Consumers Australia (SCA) director Xavier O'Halloran praised the government's YFYS review for its plan to test some of the highest-free and worst-value super products. Millions of Australians currently invest in products that ...

Maple-Brown Abbott relaunches sustainable fund

CASSANDRA BALDINI  |  WEDNESDAY, 5 APR 2023
The fund manager has repositioned the Maple-Brown Abbott Responsible Investment Fund and relaunched it as the Maple-Brown Abbott Australian Sustainable Future Fund. The changes include updates to the screening process that look to ensure all portfolio ...

UBS set for Australian wealth management comeback

ANDREW MCKEAN  |  WEDNESDAY, 5 APR 2023
UBS is readying for a return to Australia's wealth management sector, aiming to build on the private banking legacy of Credit Suisse. In 2015, UBS decided to withdraw from the Australian market for wealth management services due to rising regulatory ...

Linchpin, Endeavour directors found guilty

JAMIE WILLIAMSON  |  TUESDAY, 4 APR 2023
... Paul Raftery, Paul Nielsen and Peter Daly did not take all reasonable steps to ensure Endeavour complied with its compliance plan, obtained member approval for related party loans, or issued product disclosure statements that complied with law. They ...

QIC secures stake in smart metering company

KARREN VERGARA  |  TUESDAY, 4 APR 2023
Queensland Investment Corporation (QIC) has entered a joint venture that gives it a 50% stake in a company that provides gas and electricity metering solutions. Vector, a New Zealand electricity and gas distributor, has offloaded half ownership of its ...

Blackstone limits withdrawals on $103bn real estate fund

CASSANDRA BALDINI  |  TUESDAY, 4 APR 2023
... million, which represents 15% of the shares submitted for repurchase. Blackstone explained, in accordance with its repurchase plan, BREIT fulfilled requests equal to 2% of net asset value (NAV) in January and February, leaving 1% of NAV eligible for ...

Love affair with managed accounts continues

CHLOE WALKER  |  TUESDAY, 4 APR 2023
The proportion of Australian financial advisers using managed accounts has more than tripled from 17% a decade ago to a record high of 56% now, according to the latest report by State Street and Investment Trends. The latest SPDR ETFs/ Investment Trends ...

Aware Super acquires stake in UK developer

ANDREW MCKEAN  |  MONDAY, 3 APR 2023
Aware Super has purchased Qatari Diar's stake in UK build-to-rent developer (BTR), Get Living, acquiring a 22% stake in the company. Aware will join forces with existing investors APG and residential investment vehicle, DOOR, who both hold a 39% ...

Grattan finds $14bn savings in super tax break overhaul

KARREN VERGARA  |  MONDAY, 3 APR 2023
New research by the Grattan Institute suggests how the government can save up to $13.5 billion annually if superannuation was not geared towards giving high-income earners tax windfalls. The newly released report, Super savings: Practical policies for ...