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Showing 3321 - 3330 of 18263 results for "Plan"

Recovery set to slow: OECD

ANNABELLE DICKSON  |  THURSDAY, 16 SEP 2021
Australia has bounced back from the economic grips of the pandemic and suffered mildly compared to other countries, but the recovery will soon slow, according to the OECD. The OECD's Economic Survey of Australia projected GDP growth of 4.0% in 2021 ...

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
Financial advisers have dramatically relied on technology over the last 18 months yet are unwilling to increase their budget to improve the clients' digital experience, new research finds. The 2021 Netwealth AdviceTech Report found advisers spent ...

Pension fund backs Aussie insurance distributor

JAMIE WILLIAMSON  |  TUESDAY, 14 SEP 2021
... 33.4% stake in the Greenstone, the Sydney-based distributor of several retail insurance brands. Ontario Teachers' Pension Plan Board has reached an agreement to acquire the stake from fellow Canadian pension giant CDPQ and insurer Hollard, which is its ...

Verve Super taps investors for $2.6m raise

KANIKA SOOD  |  TUESDAY, 14 SEP 2021
The start-up superannuation fund has raised $2.6 million, with Carol Schwartz coming on board as one of the investors. Verve said the raise attracted female investors including philanthropist and AI Media chair Deanne Weir, human rights lawyer Dalit ...

Whitehelm Capital sells to German manager

KANIKA SOOD  |  TUESDAY, 14 SEP 2021
... PATRIZIA, with Challenger's Fidante set to get $50 million for its 30% stake in Whitehelm. PATRIZIA has entered a share purchase plan to acquire the entire issued share capital of Whitehelm. So far, Whitehelm has been owned 70% by its staff and 30% by ...

InvestSMART launches installment investment product

KANIKA SOOD  |  MONDAY, 13 SEP 2021
The robo-adviser's new investment product allows lower-balance investors to invest $10,000 now in ETF portfolios with a $4000 initial investment, with the rest split into monthly installments. InvestSMART's fundlater loans the investor the remaining ...

Adviser ETF take-up continues

KARREN VERGARA  |  MONDAY, 13 SEP 2021
An overwhelming number of financial advisers are recommending exchange-traded funds to clients in place of active management strategies, according to a VanEck survey. After canvassing 547 financial advisers, VanEck's 2021 Australian Smart Beta Survey ...

Auditor referral threshold test troubling: SMSFA

ANNABELLE DICKSON  |  MONDAY, 13 SEP 2021
The SMSF Association is concerned that the introduction of a 20% threshold for auditor referral fees does not address at what point in time the threshold test must be considered or applied. The Accounting Professional & Ethical Standards Board introduced ...

Economic recap: Week to September 10

BENJAMIN ONG  |  MONDAY, 13 SEP 2021
The Reserve Bank of Australia (RBA) is concerned but not alarmed at the growing cases of Delta variant infections that's wreaking havoc on the lives and livelihood in Australia's two biggest states - New South Wales (NSW) and Victoria (VIC). ...

EISS Super chief executive exits

KANIKA SOOD  |  FRIDAY, 10 SEP 2021
EISS Super chief executive Alex Hutchison has resigned, after the fund failed the performance test and during its planned merger with TWUSUPER. Hutchison resigned yesterday and requested it be effective immediately. EISS Super chief financial officer ...