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Showing 591 - 600 of 4503 results for "Case"

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
Financial advice businesses must supercharge their capabilities, expand their capacity, and scale up to reach and serve more Australians. According to AZ NGA's paper, titled Ready or Not? A guide to building a super firm, the industry's current ...

Interest rates on hold as RBA pauses

CHLOE WALKER  |  WEDNESDAY, 6 DEC 2023
... surprised to the upside relative to their own forecasts for underlying inflation or the jobs market," Bloxham said. "Our central case is that the cash rate will now be held steady at 4.35% for some time."

Superhero Super swallows Smartsave, overhauls offerings

KARREN VERGARA  |  TUESDAY, 5 DEC 2023
Diversa Trustees sub-plans Smartsave and Superhero Super have merged as the latter announces significant changes to its fees, structure, and investment menu. On October 26, Smartsave moved into Superhero Super. This was after a "thorough evaluation ...

Income investors to thrive in 2024: Report

CHLOE WALKER  |  MONDAY, 4 DEC 2023
For new money, the current income landscape is the most attractive it's been in at least a decade, according to Morningstar chief investment officer Matt Wacher. Wacher, who shared his top investment ideas in Morningstar wealth's 2024 outlook report ...

Commercial property likely to recover in 2024: Insights

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2023
... hiking cycles. The period immediately after the conclusion of the rate hike cycle ending in 1994, 2000 and 2010 was in each case a very attractive time to buy, achieving above average returns over the following five years." However, he added that investors ...

Industry needs better retirement advice blueprint: Expert

KARREN VERGARA  |  THURSDAY, 30 NOV 2023
... a myriad of factors that are preventing them from advising on retirement products with confidence. The book also provides case studies and insights and solutions for balancing clients' retirement lifestyle expectations with strategies and options ...

OnePath cops $5m fine over fees for no service

CASSANDRA BALDINI  |  THURSDAY, 30 NOV 2023
... leading to the erosion of superannuation balances will be focal points for the regulator in its 2024 enforcement action. "This case highlights the importance of a super trustee charging fees correctly and providing accurate, clear and timely information ...

Aussie fintech growth counteracted by local challenges: EY

CASSANDRA BALDINI  |  WEDNESDAY, 29 NOV 2023
... non-financial sectors." Forner pointed out that 57% of surveyed fintech's said they are still in the growth stage, and so the case is strong for concerted action to support the sector. "After a decade of investment in fintech success, we can't afford ...

ASIC forced to pay James Mawhinney's legal costs

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2023
... costs Mayfair 101 managing director James Mawhinney incurred during the regulator's failed attempt at bringing an expanded case against him. The order follows the Federal Court of Australia's decision last month to reject ASIC's attempts, which included ...

Mercer fined $12m over advice failures

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2023
... ensure disclosure documents were compliant. The presiding judge, Justice McEvoy, said the "contraventions in the present case were extremely serious. They were large in number, many clients were affected, large sums were involved, and they continued ...