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| | | ... to them on their terms - whether that be digital, in person or over the phone," he said. "... partners like Iress and IFS not only give us the ability to boost our current advice offering but, vitally, continually collaborate in optimising the experience ... |
| | | | The Future Fund has delivered a positive 1.1% return over the 12 months ending March 2023, surpassing the ASX (0.1%) and S&P500 (-7.7%). Future Fund Board of Guardians chair Peter Costello explained that as central banks, including the Federal Reserve ... |
| | | | ... level of detail for reportable situations that involve client loss or other client or market integrity impact, and which are not one-off or isolated breaches," the regulatory guide reads. Another new procedure is for licensees to provide genuine estimates ... |
| | | | The role of infrastructure in portfolios will continue to be a prominent theme for asset allocators this year, as will increased consideration of social factors, according to new report by IFM Investors. The report, titled Infrastructure Outlook 2023 ... |
| | | | ... nature of water as an input into irrigation farming, means there's naturally strong competition for these rights. "They're also not making any more water entitlements because they're not going to build any more dams," Friday adds. "That's why we have ... |
| | | | ... APRA, Industry Super Australia (ISA) has said it's clear that closing funds to new members is a Choice sector business model, not a punishment. The Choice heatmaps revealed two thirds of products that are closed to new members were poor or 'significantly' ... |
| | | | The Australian Bureau of Statistics (ABS) has reported a decrease in inflation, with the Consumer Price Index (CPI) falling to 7% in the March quarter. ABS head of prices statistics Michelle Marquardt attributed the decrease in inflation to a fall in ... |
| | | | ... Consultia Super, also used funds for her own expenses, ASIC said in 2018. On the basis of a sworn affidavit by Swift, ASIC did not take action against her. Gordon's conduct was described by Judge Barlow KC as "deliberate, fraudulent and unforgivable ... |
| | | | ... offerings (including services and features) and that fees charged are in the best financial interests of members. Where fees are not required to support the provision of product and member services, APRA expects RSE licensees to reduce fees or consider ... |
| | | | Clime Investment Management said it will increase investment in its managed accounts capability following strong client demand, while also flagging its first family office consulting mandate. In an update to the ASX, Clime said its total funds under ... |
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