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Showing 791 - 800 of 3976 results for "USI"

Retirees require 3.3% drawdown: Research

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
New Morningstar research recommends retirees should drop the 4% withdrawal rate to 3.3% for a balanced portfolio. Using the 3.3% rate over a 30-year time horizon, Morningstar found that newly minted retirees cannot safely withdraw 4% of their initial ...

Seven West Media backs Raiz

CHLOE WALKER  |  TUESDAY, 30 NOV 2021
Seven will take a strategic investment of a 6.6% stake in Raiz via a $10 million share placement, aligning both companies' interests to work. Raiz joint group chief executive officer Brendan Malone said that Seven's investment into the Raiz business ...

Marketech partners with Chi-X Australia

CHLOE WALKER  |  MONDAY, 29 NOV 2021
Marketech Online Trading is giving clients direct access to Australia's alternate stock exchange, Chi-X Australia. Marketech chief executive officer Travis Clark said the partnership with Chi-X Australia further demonstrates the capability of Marketech ...

Guidance on financial risks of climate change released

JAMIE WILLIAMSON  |  FRIDAY, 26 NOV 2021
The prudential regulator has released the final guidance on managing the financial risks of climate change, having made minor amendments following industry consultation. The guidance outlines how institutions must identify and monitor risk, covering ...

Role of adviser to change: Fidelity

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
The role of a financial adviser is set to shift as Australians move away from the dream of early retirement, planning to continue working after the age of 67, according to a new report from Fidelity International and independent research firm, MYMAVINS. ...

Packhorse names ESG head

ANNABELLE DICKSON  |  WEDNESDAY, 24 NOV 2021
The agriculture cattle property investment manager appointed a head of ESG, specialising in soil carbon. Elaine Mitchell will be responsible for ensuring nature and biodiversity is at the forefront of operations, while generating consistent and sustainable ...

COVID-19 relief for SMSFs may require specialist input

CHLOE WALKER  |  MONDAY, 22 NOV 2021
Extended government relief measures highlight the need for SMSF specialist advice, says SMSF Association chief executive. SMSF Association chief executive John Maroney has commented on the need for SMSF specialist advice in the wake of extended COVID-19 ...

Easton to rebrand, seeks to scale

KARREN VERGARA  |  FRIDAY, 19 NOV 2021
Easton Investments is proposing to rebrand as it looks to "major opportunities" next year in a bid to scale. The ASX-listed firm plans to change its name from Easton Investments to Diverger as the former "no longer reflects the activities, strategic ...

AFCA launches new platform to improve dispute resolution

CHLOE WALKER  |  FRIDAY, 19 NOV 2021
The Australian Financial Complaints Authority (AFCA) today launched a new digital platform to help financial services firms better manage disputes that reach the ombudsman service. The new AFCA member benchmarking dashboard is an interactive platform ...

InvestSMART launches ethical product

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
ASX-listed InvestSMART Group has added a diversified ethical portfolio to its investment menu. The Ethical Growth Portfolio invests in five to 15 ethical ETFs across Australian equities, international equities and bonds. The Morningstar Australia Moderate ...