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| | | US President Donald Trump used his State of the Union address this week to announce a new retirement plan open to US workers. Trump said that since he took office the typical 401(k) balance has grown by "at least US$30,000". "That's a lot of money. ... |
| | | | ClearView has reported a 77% increase in underlying NPAT of $22.1 million in the first half of the financial year, citing "disciplined strategic simplification and transformation" as the driver of the growth. Underlying NPAT for the life insurance business ... |
| | | | AustralianSuper has made a raft of changes to its Member Direct option, effective March 28. Portfolio administration fees on the 'Term Deposits' and the 'Shares, ETFs and LICs' levels of access will be reduced from $180 p.a. to $150 ... |
| | | | Colonial First State (CFS) has ceased its partnership with digital advice technology provider Otivo less than two years after joining forces, opting instead to launch an in-house offering called Super Advice. As of February 23, the Otivo digital advice ... |
| | | | Generation Development Group (GDG) saw strong returns across all its business lines in the six months to 31 December 2025, with net profit after tax growing 63% to $20.1 million in the period. The group is now targeting even better performance in the ... |
| | | | Zurich Financial Services Australia is set to become the new owner of ASX-listed ClearView Wealth. Zurich Financial Services is offering 65 cents for each ClearView share, marking a 22% premium to the last closing the share price on February 23. This ... |
| | | | Brought to you by La Trobe Financial. Despite a constantly shifting political landscape, US private credit is still an attractive option for investors looking to break into the sector, according to La Trobe Financial chief investment officer Chris Paton. ... |
| | | | As it continues to face scrutiny over the Shield and First Guardian collapses, Equity Trustees has commenced a strategic review of its superannuation business. As part of its half year results announcement this morning, Equity Trustees said it is reviewing ... |
| | | | HUB24 has reported a profit of $59.7 million in the first half of the financial year, up 80% from the previous year, and more than $10 billion in net inflows. It will pay a fully franked interim dividend of 36 cents per share for the period, doubling ... |
| | | | With the Division 296 superannuation tax soon becoming a reality, members with large sums of wealth must consider their tax planning and retirement strategies and act with urgency, according to an SMSF expert. At the SMSFA National Conference this morning ... |
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