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| | | ... one instance, a significant portion of a client's relatively modest self-managed superannuation fund was invested in high-risk or illiquid assets. For two other clients, the recommended investments were inconsistent with their stated risks profiles ... |
| | | | ... Prime Value is the responsible entity for eight registered managed investment schemes, including the Prime Value Diversifies High Income Plus Fund, Primate Value opportunities Fund, Prime Value Equity Income Fund and Prime Value Growth Fund. The Melbourne-based ... |
| | | | Brighter Super has appointed Corporate Travel Management's group chief legal officer and company secretary as its incoming chief legal officer. Shelley Sorrenson is set to take on the role, effective September 21. On Friday, Corporate Travel informed ... |
| | | | ... digital transformation," he said. "It also allows us to invest more deeply in emerging technologies such as sovereign AI, high-performance computing and quantum computing. This strengthens our ability to support customers in Australia through their next ... |
| | | | The "Great Australian Dream" has been superseded by the pursuit of the "Great Australian Lifestyle" as a new measure of success underscored by financial security, a new survey finds. MLC's new Real Retirement Report, compiled alongside McCrindle Research ... |
| | | | ... productivity, unlocking investment and growing our economy while preserving financial stability and consumer protections are high priorities for the government and now, they'll be reflected more prominently in the work of the regulators too." |
| | | | UniSuper has reaffirmed its conviction in the global technology sector after delivering another year of double-digit returns in its Balanced option. Despite acknowledging technology is likely to continue its stellar run the fund warned valuations in ... |
| | | | Financial advisers could face more than $5000 in combined regulatory levies this financial year, with the Financial Advice Association Australia ( FAAA ) warning rising ASIC and Compensation Scheme of Last Resort (CSLR) cost are placing unsustainable ... |
| | | | After a four-month hiatus, the sales director is now calling Evidentia Private, the private wealth arm of Evidentia Group, home. Former T. Rowe Price head of intermediary sales for Australia Jonathon Ross has joined Evidentia Private as principal, private ... |
| | | | ... misleading information in her statements of advice. Niu recommended her clients invest most of their superannuation into the High Growth class and the Growth class of the Shield Master Fund (Shield) which was a high-risk investment, or the Balanced class ... |
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