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| | | ... processes and produce advice documents quicker," Willmer said. "While this is good news for the industry, there's still a big opportunity to enhance efficiencies in the implementation of advice strategies, which could have significant impacts on ... |
| | | | ... next four decades, drawdowns from super are estimated to increase from 2.4% of GDP to 5.6% of GDP, and this is part of the big demographic shifts shaping our economy, which we identified in our intergenerational report." Chalmers said the new package ... |
| | | | HESTA has agreed to make payments to two cohorts of members impacted by valuation decisions made by the fund in March 2020. APRA said in March 2020, HESTA made downwards adjustments to five single sector Choice options invested in unlisted assets but ... |
| | | | ... adding new enforcement priorities and flagging that it will hold directors on trustee boards to the same standards as those in big companies. While the corporate regulator heightened its focused on the superannuation sector throughout the year, ASIC ... |
| | | | ... senior economist Stephen Wu said the reading was softer than what the Reserve Bank of Australia (RBA) was expecting. "The big drop in the annual rate was expected. It reflected a much smaller lift in award wages this financial year," Wu said. The ABS ... |
| | | | Insignia Financial is hoping artificial intelligence (AI) and a direct-to-consumer superannuation push will see it become Australia's "leading and most efficient" wealth manager and save $200 million per annum by 2030. Revealing its five-year strategy ... |
| | | | Perpetual, for the first time, has laid bare a decade's worth of data, unveiling insights into the philanthropic and charity sectors. In a special edition of its annual philanthropy insights report, the wealth manager said despite incremental changes ... |
| | | | APRA executive member Therese McCarthy Hockey has outlined the regulator's big priorities in 2025, with the interconnectedness between banking and superannuation systems first on the agenda. McCarthy Hockey told FINSIA 's The Regulators event that APRA's ... |
| | | | People who use a financial adviser tend to be older - over half are aged 60 and above - primarily retired, and predominantly male, according to VanEck. The investment manager's annual investor survey, which included over 3500 respondents, found that ... |
| | | | ... the forum. "The SMA should be something that's very aligned to the investment approach that you've chosen. So those big decisions, those big investment decisions, are still on the advice side." The other main concerns related to conducting due ... |
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