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| | | ... increased concentration, more volatility and the growth in passive investing. "This view you can just buy blue chip stocks hold them forever, I generally feel is broken," Hershan said. "Circumstances have changed. Yet, what many financial advisers actually ... |
| | | | ... widely. Our global scale and research capability allows us to identify high-quality opportunities from leading managers, making them accessible in a format that can be more easily implemented in client portfolios." AMP general manager of managed portfolios ... |
| | | | ... additional contributions made. This does not mean the victim has access to the total superannuation assets, it is just for them to judge whether extra contributions were removed, making it no longer worthwhile for them to see compensation from those ... |
| | | | ... Financial to enquire about the cost of insurance no one was able to assist her as they seemed busy. The next month, Kee contacted them again to ask about First Guardian. It seemed strange that she could not click into or see her investments, because ... |
| | | | ... retirement incomes, and driving economic growth. From 2002 to 2022, non-housing wealth grew by 196% for middle Australians, making them more than $256,000 better off in retirement. As a result, more Australians are entering retirement with significant ... |
| | | | ... While this is multifaceted, Mercer said it partly reflects a historical focus on acquiring members rather than retaining them. Typically, members are between 32% and 74% more likely to exit within five years of joining, compared to other periods. "The ... |
| | | | ... managed account, I work with a financial adviser." Nearly three-quarters of advisers using managed accounts now position them at the center of client portfolios as a core solution rather than as satellite allocations. This has led to advisers directing ... |
| | | | ... media ads and lead generation," Schubert said. FSC, however, said platforms are usually accessed using advisers, who use them to structure investments inside and outside super to suit a client's broader financial circumstances. It added concerns ... |
| | | | ... investments," ASIC deputy chair Sarah Court said. "Following ASIC's investigation, Macquarie paid members quickly, providing them certainty by returning them to the position they were in before their retirement savings were eroded. Today's declarations ... |
| | | | AustralianSuper independent chair Don Russell used his panel at the Australian Council of Superannuation Investors (ACSI) conference in Sydney to clarify the call to abolish the ban on superannuation funds from borrowing money or issuing debt. AustralianSuper ... |
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