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| | | ... the latest CSBA FEAL Superannuation CX Benchmarking report, which surveyed more than 7200 members from 100 different super funds. It's also an improvement on the report's last iteration, in which 25% of members said they were considering a switch. ... |
| | | | ... soaring inflation and generate higher levels of income respectively. The Topaz Inflation portfolio invests exchange-traded funds cover a range of countries, asset classes, and sectors. Its grossed-up income for 12 months was 2.13%. Some of the products ... |
| | | | ... London offices. Under Hampshire's direction, the firm engaged with a broad spectrum of clients, including sovereign wealth funds, pension funds, corporate superannuation, licensee groups, and financial advisers, while delivering a range of services including ... |
| | | | Following its decision to tap into the private debt market, EG Funds (EG) has appointed a director of business development to expand its fast-growing private wealth division. EG Private Wealth, spearheaded by director Rodney Walt, partners with private ... |
| | | | ... alternatives space, Choudhury explained there is a variety of alternatives. "So, we're investing in shares and trusts and funds that are listed on different exchanges," he said. "Music royalties, for example, companies that buy music from artists ... |
| | | | ... both the long and short side," he said. "The fund provides diversification, compared to many more mainstream investment funds and index approaches. By investing in the fund, investors can access the investment knowledge and expertise of Fidelity's global ... |
| | | | ... George's contribution during a challenging time for the business, including for his role in "stabilising and improving the core funds management business, defining a strategy to diversify the business and establishing new products and enhancing client ... |
| | | | ... permanently banned by ASIC in 2021 after he was found to have acted dishonestly in helping consumers locate their multiple super funds and consolidate them, as well as in obtaining hardship payments. At the time he was only licensed to provide general ... |
| | | | Superannuation bequest reform enabling Australians to channel unspent funds to a nominated charity tax-free upon death, could boost charitable giving by up to $21.9 billion annually by 2060. A report by Impact Economics and Policy, commissioned by Philanthropy ... |
| | | | ... is set to further expand and enhance Morningstar's offerings in the superannuation market, extending to profit-to-member funds. He boasts an "extensive track record" of scaling wealth-focused businesses, from nurturing start-ups to spearheading new strategic ... |
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