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| | | ... market, often being used as a vehicle to diversify family asset exposures," Rainmaker Information executive director of research David Gallagher said. Rainmaker Information identified 99 Australian family offices reporting funds under management, collectively ... |
| | | | ... acting on them, as Marloo launches an artificial intelligence (AI) tool that searches entire client books alongside new research showing consumers are increasingly willing to let AI help make financial decisions. Marloo co-founder Hardy Michel said using ... |
| | | | ... of their super will still go into their funds, and they can receive 3% of it directly for up to three years. However, research by SMC showed taxpayers would have to fund an extra $14,000 in lifetime Age Pension payments for every median full-time worker ... |
| | | | ... wealth and private at Commonwealth Bank. He spent close to nine years at Morningstar previously, serving as the head of research for APAC when he left for CBA. "We are delighted to have James rejoin Morningstar. He will work closely with our senior investment ... |
| | | | The super fund has appointed a former TelstraSuper executive to lead its advice strategy, research governance and technical frameworks. Melanie Slade has joined UniSuper as head of advice strategy and technical, reporting to chief advice officer Andrew ... |
| | | | ... reporting some form of deployment. The leading use cases include data accuracy and quality control, document management and research and report summarisation. Northern Trust head of asset servicing for EMEA Nick Gilbert said AI's effectiveness would ... |
| | | | ... you eat out very occasionally. On the Age Pension alone, most of these things drop out of your budget entirely." New research by YouGov for Australian Retirement Trust (ART) showed 81% of participants with super would likely spend part of their retirement ... |
| | | | ... at a 23.3% discount, while KKR's Credit Income Fund traded at a discount of 13.3%. Morningstar director of manager research Thomas Dutka notes that the performance of LITs is a proxy for investor sentiment into the sector. "For a number of these ... |
| | | | ... interactions with funds, while trust has emerged as the clearest driver of loyalty and advocacy, according to new CoreData research. The research found general enquiries have fallen from 34% to 28% based on members' contact reasons, while enquiries about ... |
| | | | ... trusteeship. Equity Trustees continues to defend its position noting it was responsible entities, advisers and third-party research houses responsible for the failure, and has denied paying back members on the losses. Macquarie and Netwealth on the other ... |
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