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| | | Women are expected to inherit an estimated $3.2 trillion over the next decade, creating demand for tailored advice, legacy planning and retirement income design, State Street Investment Management said. State Street's first module of Reimagining Retirement ... |
| | | | The Tax Practitioners Board (TPB) has proposed new artificial intelligence (AI) usage rules for tax practitioners while providing tax agent services. The TPB has released draft guidance and is seeking feedback until April 21. Some of the core obligations ... |
| | | | The Australian Prudential Regulation Authority (APRA) has appointed two new executive directors to fill recent vacancies. Peter Kohlhagen has been promoted from general manager of superannuation to executive director of policy and advice following the ... |
| | | | U Ethical has appointed a new chief executive to replace the outgoing Mathew Browning. Browning is passing the reins to Brett Jollie, who is joining the company on April 7, after spending more than eight years at the helm. U Ethical chair Fiona Pearse ... |
| | | | ... Like many others, Kee lost a lot of money in the Global Financial Crisis (GFC). When she returned to Australia after that at age 40, she had to start from scratch. "I built a business and more than compensated for anything that I had lost. So, I understand ... |
| | | | ... members and actions taken when an account is closed. These will be collected along with member-cohort level, which include the age range (60 years and each year above), sex type and members' benefit bracket, and retirement status. APRA and ASIC will ... |
| | | | Nominations are now open for the annual Financial Standard MAX (Marketing, Advertising and Sales Excellence) Awards 2026. The MAX Awards has recognised industry excellence across marketing, advertising and sales in financial services for over the past ... |
| | | | ... said. However, FSC data showed the average balance of newly established platform accounts is over $349,500, with an average age of 59 at the time of switching. It found even among younger investors switching to super platforms, balances are significantly ... |
| | | | AustralianSuper independent chair Don Russell used his panel at the Australian Council of Superannuation Investors (ACSI) conference in Sydney to clarify the call to abolish the ban on superannuation funds from borrowing money or issuing debt. AustralianSuper ... |
| | | | Now managing $2.6 trillion for investors following the takeover of AXA IM, BNP Paribas Asset Management is ambitiously looking to bolster assets by another $572 billion over the next four years. Outlining its priorities in the newly released 2030 Strategic ... |
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