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Showing 541 - 550 of 6227 results for "Money"

UK regulators propose framework for workplace pension schemes

ANDREW MCKEAN  |  FRIDAY, 9 AUG 2024
UK regulators have proposed rules for a new 'Value for Money' framework for default workplace defined contribution pension schemes, which has been likened to an "evolved version" of the APRA performance test. The joint framework, developed by the Financial ...

Asset management brand power a 'critical differentiator': ISS

ANDREW MCKEAN  |  THURSDAY, 8 AUG 2024
... with asset managers, ISS determined that advisers not only need to trust the firms they're willing to let manage client money, but rely on strong brands to guide their decision-making in a commodified market. Trust was rated as "extremely important" ...

'Unrealistic overconfidence' major issue for new advice clients

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... prospects into clients". The report found that motivation, ease, and context are three key drivers in defining 'value for money' for new clients. The research found 71% of people considering advice want an adviser they can trust. It found prospective ...

Court rejects former fund manager's appeal

KARREN VERGARA  |  WEDNESDAY, 31 JUL 2024
... time with a non-parole period of 15 months after pleading guilty to the fraud charges relating to misappropriating investor money in the TradeStation Futures Trading Fund between March 2013 and April 2014. Munro took nearly $300,000 from three investors ...

Super for housing will cause rents to soar: SMC

ELIZA BAVIN  |  WEDNESDAY, 31 JUL 2024
... "That's because rents, mortgage repayments, stamp duties and rates would all rise - and people would lose a mountain of money from their super at retirement. "It would make life harder financially for young Australians - especially those renting ...

Insignia Financial looks to slash redundancy entitlements

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2024
... advice, which was identified through assessments conducted on those within its self-employed adviser channel. "That's money that isn't flowing to workers in the form of well-deserved pay increases because of the mistakes of senior management. ...

Perpetual net outflows top nearly $9bn

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... Perpetual's asset management business failed to stem outflows before the financial year end, which saw $8.9 billion of investor money exit its six boutiques. Former investors of Pendal Asset Management drove the exodus, walking away with a whopping ...

Reconsider the home as a retirement income pillar: Actuaries Institute

ANDREW MCKEAN  |  MONDAY, 22 JUL 2024
... for example, $300,000 per person or $600,000 for couples. Boal also recommended providing Age Pension means test relief on money accessed through home equity release schemes, up to the same cumulative limits, and gradually including part of the value ...

More money does lead to happiness: Research

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
... evaluative wellbeing and higher levels of experienced wellbeing." The study also found that those who were earning more money not only reported greater levels of positive feelings, but there was also a reduction in negative feelings. Those earning up ...

ASIC permanently bans Queensland adviser

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
... 2019. According to the ASIC Financial Adviser Register, Abdalla was an authorised under Fortress Wealth Partners and My Money Co, both linked to AFSL Holdings Australia. He was a member of the Tax Practitioners Board and only held a Diploma of Financial ...