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| | | Morningstar equity analyst Shaun Ler believes that the market is pessimistic over Insignia Financial and is downplaying its ability to stabilise its earnings. "Investors appear to be deterred by margin compression, sluggish flows, restructuring challenges ... |
| | | | ... clients for property development purposes. He diverted these funds without authorisation from his clients' SMSF accounts to cover personal debts, personal expenses, and business expenses of Refocus. Following an ASIC investigation, he appeared before ... |
| | | | The Association of Superannuation Funds Australia (ASFA) has revealed that the cost of funding a "comfortable retirement" has risen to a record high. ASFA said couples need $72,663 per year, while singles require $51,630 annually to experience a comfortable ... |
| | | | T. Rowe Price has announced the appointment of Camilla Banasiak as relationship manager to grow its financial adviser client base in New South Wales. In the role, Banasiak will be a key member of the firm's Australian intermediary team to identify suitable ... |
| | | | ... had yet to take steps to prepare for life after work and 38% were concerned they would not have sufficient funds to either cover basic costs or maintain a comfortable retirement lifestyle. "Pre-retirees want more information about how much super they ... |
| | | | Family offices are increasingly turning to active management or manager selection to diversify portfolios, according to the latest UBS Global Family Office Report. The report, which compiled insights from 320 family offices with an average net worth ... |
| | | | Centuria has launched a new single asset fund, the Centuria Halls Head Central Fund, available for wholesale investors. Centuria said the fund provides exposure to a land rich, sub-regional shopping centre occupying a prime position in Mandurah, Western ... |
| | | | Financial Advice Association Australia (FAAA) chief executive Sarah Abood said she supports recent proposals around adviser education from the Joint Associations Working Group (JAWG) because "we need far more people with these qualifications" and the ... |
| | | | New research suggests superannuation funds need to focus more on attitudinal and behavioural insights if they're to improve engagement. The latest CSBA FEAL Superannuation Experience & Engagement Benchmark expanded its coverage to survey super fund ... |
| | | | ... further $500,000 will go towards the development of Australia's sustainable finance taxonomy, including expanding it to cover the agriculture sector. Treasury said these costs will be partially met through the ASIC and APRA industry levies. Meanwhile ... |
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