The study looked at how well the 60/40 strategy supports retirees - both male and female - over a 25-year period for both a comfortable and modest retirement. For a comfortable retirement, the study ...
Australian superannuation funds continue to play an "increasingly important" role in the UK economy, with a group of local super fund leaders set to head to there later this month to explore more ...
As the US threatens more outlandish tariffs on China, investment experts foresee more market volatility in the short term with neither side backing down. But will US President Donald Trump once again ...
Integro Private Wealth has appointed Glen Mesch as head of advice and growth, as it scales its national presence by accelerating growth on the east coast.
In his new role as nabtrade head of market insights, Piotrowski will spearhead NAB Private Wealth and nabtrade's financial commentary, tasked with delivering daily insights to help inform "high value" ...
The regulator said funds are too focused on product promotion and member retention and demonstrate a lack of urgency in improving retirement communications.
Ausbil Investment Management has listed two active exchange-traded funds (ETFs) on the Australian Securities Exchange (ASX), with one investing in global small caps and the other in infrastructure.
Fortitude Investment Partners has launched a Small Cap PE Fund, targeting lower mid-market opportunities in private equity.
Advice platform AZ Next Generation Advisory (AZ NGA) has increased its stake in financial advice firm Geographe Financial Group (Geographe). Geographe has provided advice on superannuation, ...
PGIM has named two executive leaders to oversee and manage its Australian real estate business. Both based in Sydney, Sam Mellor has joined as head of real estate debt, Australia, while Stuart Carr ...
Treasurer Jim Chalmers has confirmed the $3 million super tax will be drastically overhauled, with a $10 million threshold to also be introduced. The LISTO is also being amended from July 2027.
Analysis by Morningstar calls out a significant number of platform trustee-directed products (TDPs) were able to pass the recent superannuation performance test by tweaking rebates.