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Research pinpoints the Big Three factors for attracting and keeping members

The factors that attract new members to a superannuation fund are broadly the same as the factors that keep them there, with the proviso that funds communicate effectively about how they’re going on those factors. Research produced jointly by CoreData Research and Conexus Financial, publisher of Professional Planner, has found value for money is currently top of members’ minds.

Apt Wealth Partners launches legal services offering

Financial advice firm Apt Wealth Partners has announced the launch of Apt Wealth Legal Services which will integrate legal expertise with wealth management and financial planning to provide comprehensive advice and help clients with holistic solutions.