Homesafe Wealth Release chief Dianne Shepherd said it’s time to broaden the conversation beyond superannuation and investment balances.
New TAL research has found a growing disconnect between higher levels of financial engagement and lagging action to prepare for retirement.
T. Rowe Price’s Nicholas Vidale said Australia’s cyclical upturn, driven by rate cuts and rising private sector credit, is under pressure.
Investors are being warned not to underestimate the continuing inflation threat in the US as the new Fed chair deals with the latest jump.
Politicians have expressed frustration that data on fund flows into Shield and First Guardian did not trigger regulatory red flags.
Specialist super research and ratings house, SuperRatings, is flagging the probability of EOFY super returns of over 7%.
The Tax Institute and broader accounting sector has welcomed the High Court’s Decision with respect to the Commissioner of Taxation v Bendal.
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ASIC has permanently banned the responsible entity for the former Brite Advisors, Gerard Duffy, noting his relationship with AFCA.
MLC’s former head of Managed Accounts and Alternatives, Neil Gellett, has been named amongst a raft of senior appointments at AZ NGA.
The Advisers Association says that rather than layering advisers with more regulation it should be ensuring the existing regime is enforced.
The failure of super trustees to address issues in their death benefits claim handling is contributing to an overall industry “weakness”.
Two senior investment departures have left a $65 billion industry fund with gaps at the top of its portfolio team.
HESTA has extended its almost three-decades-strong custody and fund services partnership with J.P. Morgan for a further five years.
T. Rowe Price has announced the appointment of Heath Branigan as its head of Australian intermediary business.
Vanguard Australia’s Rachel White said trustees handle the basics but still value professional advice on complex matters.
The new framework expands AFCA’s jurisdiction to consider the role of banks, telcos and digital platforms in scam complaints.
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