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Industry Updates

Wealth firm relaunches as Intelligent Planning

Dirigere Advisory has relaunched as Intelligent Planning from 15 January, a boutique financial licensing offering operating through the Dirigere licence. 

January 29, 2024

Practices willing to pay $20-30k premium for completed PY advisers

Advice practices have become more willing to take on professional year candidates over the past couple of years, but without a clear career pathway plan have found themselves struggling to retain those advisers once their PY is completed, according to a recruiter. Those same firms are instead eschewing the risk of putting candidates through the PY and are instead back to headhunting advisers who can generate instant revenue.

January 25, 2024

Aware Super goes international for head of public market equities

Aware Super has named Agnes Hong as its head of public market equities. Relocating from Philadelphia, she will oversee a portfolio of roughly $90 billion.  

January 25, 2024

The super sector has a problem with ‘hubris’

The superannuation system has been a wonderful achievement for Australia. But Conexus Financial founder Colin Tate AM writes with increased scale and power, some of its leaders may be losing touch with the everyday reality for members, and on the challenging topics of customer service and retirement preparedness, some are in denial.

January 25, 2024

Pacific Life Re announces global restructure

Reinsurance company Pacific Life Re has moved to a product-based organisational structure globally.  

January 25, 2024

Former SQM head Rob da Silva joins Research IP

Rob da Silva has joined Research IP following his departure from SQM Research last year. 

January 25, 2024

Size matters and advisers prefer small licensees

After years of annual net losses of advice licensees following the Hayne royal commission, 2023 was the first to buck the trend. Experts believe this will continue to be the case with adviser numbers having stablised and practices preferring to be self-licensed or part of a smaller AFSL.

January 24, 2024

Insignia tops table for retirement exposure among super funds

All super funds are being called on by the government and regulator to make more progress on providing retirement income solutions to members. But APRA data shows funds have starkly differing levels of exposure to retirement. Those with relatively more members in pension phase, such as Insignia Financial and Colonial First State, may have an advantage in this difficult but important sphere.

January 24, 2024

Adviser exam changes to go ahead

ASIC has announced it will implement the government’s amendments to the adviser exam, which had received strong support from industry associations.

January 24, 2024

Northern Trust raids Robeco for quantitative solutions talents

Northern Trust Asset Management has appointed Milan Vidojevic as its director of quantitative solutions, international. 

January 24, 2024

Advice firm Alteris appoints JANA as investment consultant

Wealth management firm Alteris Financial Group has appointed JANA as its investment consultant.  

January 24, 2024

Show and tell is the key to client confidence

Advisers are typically more confident than their clients that they are on-track to meet their goals and objectives, according to research from Effortless Engagement. Their report suggests three simple actions that practices can implement to bridge this gap, which are being prevented by systemic shortcomings in the advice process.

January 23, 2024

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We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.

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