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| | | ... (MDAs) has dropped just 6.1% in the past three years, despite the total number of advisers falling much more. According to analysis by Rainmaker Information, there is now 1998 advisers who can provide product specific advice for MDAs. Over one year ... |
| | | | ... commissioned by the SMSF Association, noted that the 4.1% margin marks the widest gap recorded in six years. Moreover, the analysis of 394,000 SMSFs, covering 67% of all private super funds, revealed that 38% achieved positive returns, whereas less than ... |
| | | | ... purchase wholesale products without retail consumer protections. Accordingly, the research, undertaken by PwC and Data Analysis Australia, called for a review of wholesale investor "individual wealth test" thresholds - net assets of $2.5 million or gross ... |
| | | | ... the retirement savings of working mothers keeps pace with men," the SMC said. "It would also be well targeted, with SMC analysis showing that the gender super gap for women in their 30s has failed to narrow compared to other age groups over the last ... |
| | | | Australia's highest paid industry super executives have been revealed in an analysis obtained by Financial Standard. AustralianSuper chief investment officer Mark Delaney was the top earner, receiving over $2 million in total compensation, according ... |
| | | | ... previously hidden investment opportunities, while 75% expect it to uncover hidden risks, and 25% are already using AI in their analysis. Despite generally positive views on AI, fund selectors face a challenging 2024 due to global tensions, economic growth ... |
| | | | ... "providing access to new tools and functionality in a more customised way for advisers." It has introduced a digital portfolio analysis tool that advisers can use 24/7, accessing a database of more than 8000 local investments and tailoring results to ... |
| | | | ... clients by providing personalised content, offering comprehensive research on individual companies, and delivering detailed analysis of small and mid-cap companies, she concluded. |
| | | | ... major vulnerabilities, APRA said it "will take a proportionate response and may intensify supervision, require root cause analysis, request remediation plans, and consider enforcement action." An example of this was the regulator's action against NGS ... |
| | | | Treasury analysis shows superannuation contributions in Australia, taxed at concessional rates, significantly favour those with high incomes, in its Tax Expenditures and Insights Statement. As per the Australian Taxation Office's (ATO) latest statistics ... |
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