Online investor numbers dip as cost of living bites: Australian Online Investing Report

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Leading financial services industry research firm Investment Trends releases its 28th semi-annual edition of the 2023 1H Australian Online Investing Report. Providing an in-depth analysis of the Australian online investing... Read more continue reading

Growing client book sharpens advisers’ quest for efficiency, presenting opportunities for tech providers

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Key Points: Declining adviser numbers translate into more clients (on average) per adviser. As they seek greater efficiencies, advisers embrace further tech integrations but consolidate their platform use   . Advisers... Read more continue reading

IPO market stalls in 2023

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The market for initial public offerings (IPOs) has ground to a halt in 2023, with just 14 new listings in the first six months of the year, according to the... Read more continue reading

Janus Henderson Sustainable Credit Fund and Janus Henderson Sustainable Credit Active ETF (Managed Fund) rated ‘Recommended’ by Zenith

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Janus Henderson Investors is pleased to announce the Janus Henderson Sustainable Credit Fund and Janus Henderson Sustainable Credit Active ETF (Managed Fund) (ASX: GOOD), has been awarded a “Recommended” rating... Read more continue reading

Super funds end out financial year with strong June returns

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Equity markets remained strong over June with the superannuation industry closing out the year with returns that more than made up for last year’s losses. Leading superannuation research house SuperRatings... Read more continue reading

Allianz Retire+ AGILE receives ‘Approved’ Rating from Lonsec

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Allianz Retire+ has received an ‘Approved’ rating for its longevity solution AGILE from investment research house Lonsec Research Pty Ltd (Lonsec). The report determined AGILE to be a thoughtfully considered and... Read more continue reading

Wingate Property Senior Debt Fund awarded ‘Superior’ rating and ‘High Investment Grade’ by SQM Research

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The Wingate Property Senior Debt Fund (WPSD) has been awarded ‘Superior’ status and High Investment Grade from highly regarded Australian rating house SQM Research, as demand intensifies for private and... Read more continue reading

SMSF advisers rise to the challenge of helping trustees navigate the increasingly complex superannuation landscape: SMSF Adviser Report

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Leading financial services research firm Investment Trends released its 18th annual edition of the 2023 SMSF Adviser Report. Providing an in-depth analysis of how financial advisers interact with and service... Read more continue reading

Higher engagement gives rise to more switching considerations: Super Member Engagement Report

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Leading research firm Investment Trends releases 15th edition of its Super Member Engagement Report. Providing an in-depth look at member attitudes, satisfaction and advocacy, as well as how they would... Read more continue reading

Super performance stays strong in April

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Markets continued their upward trajectory in April with leading superannuation research house SuperRatings estimating the median balanced option generated a return of 1.2% for the month, driven by continued momentum... Read more continue reading