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Showing 21 - 30 of 989 results for "Notes"

Vanguard to acquire custodian Altruist

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... an artificial-intelligence driven tax planning tool that processes and analyses payslips, account statements and meeting notes and other documents to generate a tax plan within minutes. Vanguard was one of the first backers of the start-up, taking part ...

FEATURE | Group insurance | Dusk to dawn

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... where people are so burnt out and overwhelmed that they can't work anymore. That's when they make a claim," she notes. "So, I guess the question is: what can we do to stop people getting to that point?" Mu says there is a case for reviewing the ...

Vanguard adds floating rate ETF, managed fund to product suite

MATTHEW WAI  |  THURSDAY, 27 AUG 2026
... AusBond Corporate Liquid FRN 1+ Year Index and provide diversified exposure to Australian dollar-denominated floating rate notes issued primarily by investment-grade corporate borrowers, Vanguard said. VFLT distributes income monthly and complements ...

ASIC draws parallels between ASX and super trustee failures

RIDDHIMA TALWANI  |  FRIDAY, 21 AUG 2026
... advice fee deductions, unusual fees and investment patterns, and high-risk superannuation switching activity. While she notes some performers are considerably better and with a few "new joiners" to the better performers club, the poorer performers are ...

Global investment manager bids for Equity Trustees

MATTHEW WAI  |  TUESDAY, 18 AUG 2026
... requested a period of exclusivity to conduct due diligence and negotiate transaction documentation, EQT said. The company notes there is no certainty the proposal will result in a formal binding offer for EQT or that any transaction will eventuate, and ...

Challenger lifts earnings fuelled by annuity sales

VINNY VUCAGO  |  TUESDAY, 18 AUG 2026
... annuity sales reached a record $1.2 billion, up 25%, while the group also launched its $6 billion Challenger Annuity Backed Notes program in July to support annuity book growth and diversify funding. The group declared a full-year ordinary dividend of ...

Fiducian Group statutory profit falls 28%

MATTHEW WAI  |  MONDAY, 17 AUG 2026
... advice solutions, while additional staff and application of artificial intelligence (AI), including AI agents for meeting notes, were implemented to strengthen compliance activity. Singh said the focus will continue to be on generating inflows through ...

FEATURE: Cryptocurrency, control and confidence

VINNY VUCAGO  |  SATURDAY, 15 AUG 2026
... financial information, but also how frequently it is delivered. Exploring the impact and influence of algorithms, Abood notes: "They've become very influential because their messages get served very frequently to people and you only have to click ...

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
... in the collapse of managed investment schemes, which were made available to investors through platforms. While Treasury notes in its Enhancing member protections in the superannuation system review the poor conduct in the collapse involved an "interconnected ...

FEATURE | Retirement | A layer of confidence

MATTHEW WAI  |  THURSDAY, 16 JUL 2026
... with the nation experiencing one of the "most significant" ageing transitions in its history, a report from Acenda Life notes. Confidence in retirement also remained low, with only 10% of respondents in the study of people aged 45 and over feeling comfortable ...