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| | | Financial advisers are turning to managed accounts when looking to implement responsible investment solutions for their clients, new research shows. The latest SPDR ETFs/Investment Trends Managed Accounts Report showed 72% of advisers prefer to use ... |
| | | | ... to $110,000. The ATO has also increased the transfer balance cap, the limit on how much super can be transferred to a tax-free retirement account, from $1.6 million to $1.7 million. No other contribution caps have been changed as a consequence. |
| | | | Actuarial firm Rice Warner has been acquired by Deloitte. Rice Warner's chief executive Andrew Boal, head of superannuation Stephen Freeborn, and executive general manager of insurance Jennifer Baxter will become Deloitte consulting partners. Michael ... |
| | | | New research from University of Melbourne researchers has identified two reasons why financial advisers don't recommend annuities to their clients. Orford Initiative's latest findings found advisers play a key role in recommending annuities, but face ... |
| | | | AMP has reported a huge jump in the number of consumers visiting its website looking for free financial education articles. There was a 245% increase in total unique visitors to the AMP site, when comparing the first two months of 2020 to the first ... |
| | | | The Lowy Family Group backed Assembly Funds Management has acquired six early learning centres in North West Sydney. The acquisition is in partnership with Harrington Property Funds Management and will see the six childcare centres operated by Young ... |
| | | | ... Transition Index fund is founded on climate change considerations and offers a combination of exclusions that deems the fund free from fossil fuel reserves and significantly decarbonised. The fund, which was recently certified by the Responsible Investment ... |
| | | | An $11.5 billion superannuation fund's chief executive will exit to lead a fintech, which is in the process of merging with the former Sargon Capital, now Certane Group. Mine Super chief Harry Mitchell will step down after nearly five years at the ... |
| | | | ... 500 participants were Australian). Three quarters of consumers currently use robo-advice to help manage their finances to free up time (33%), reduce unnecessary spending (31%) and increase on-time payments (25%). Robots are also helping many invest in ... |
| | | | ... its 25 holdings have predictable earnings, low debt, high interest cover, sustainable competitive advantages, and strong free cash flow. In addition, Morningstar recently upgraded the Hyperion Small Growth Companies to the esteemed gold rating from s ... |
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