Advisers want more support to help educate clients of geopolitics: Viridian
Some 73 per cent of financial advisers said they could use more support to educate clients about the potential implications of geopolitical tensions, according to a new poll conducted by Viridian.
November 28, 2023
CSC bolsters its retirement income strategy with Challenger
Commonwealth Superannuation Corporation will move into the next stage of its Retirement Income Strategy in early 2024, enlisting Challenger to develop a longevity solution to help meet its customers’ needs in retirement.
November 28, 2023
Converging cultures and a new congress
It’s easy to focus in on the convergence of two different association cultures when attending the inaugural FAAA Congress last week, but Julia Newbould writes that Congress is indicative of other trends for where the profession is heading.
November 27, 2023
Govt to regulate genetic testing in life insurance underwriting
The government is considering the options to regulate the use of genetic testing results in life insurance underwriting, releasing a consultation paper on Monday for industry submissions.
November 27, 2023
Govt to introduce RBA reform bill this week
The government will this week introduce legislation to Parliament to reform the Reserve Bank of Australia by reinforcing its independence, clarify its role and modernise its structure.
November 27, 2023
Wealth transfer talks key to client satisfaction rate: Research
By encouraging clients’ children to be involved in the wealth-transfer process, financial advisers are likely to see a higher satisfaction and retention rate, according to a whitepaper from Australian Ethical and CoreData Research.
November 27, 2023
Super funds up offshore asset allocation in 2023: NAB
The total offshore asset allocation of Australian super funds has reached 47.8 per cent in 2023, according to the biennial NAB Super Insights Report.
November 27, 2023
Optimum Pensions releases retirement income strategies book for financial planners
Optimum Pensions has released a new book aimed at helping financial planners design secure income strategies for their retiring clients.
November 27, 2023
Australian Ethical CEO joins Australian Philanthropic Services board
Australian Philanthropic Services has appointed Australia Ethical CEO John McMurdo to its board of directors.
November 27, 2023
Global advice themes a blast from the past for Australians
The EU is aiming to harmonise adviser qualifications across territories, while there is an ongoing battle over banning commissions. Meanwhile, The Netherlands is upheaving its pension system to an arrangement that sounds quite Australian. These are among the observations made by former Financial Planning Association CEO Dante De Gori who gave insights over how the rest of the world is tackling issues Australia has already addressed.
November 24, 2023
‘Renewable energy superpower’ dream could become reality, says environment minister
Minister for the Environment and Water, Tanya Plibersek, has given a vote of confidence to Australia becoming a “renewable energy superpower” that can switch out the export of coal and gas to greener forms of energy as its economic foundation in the foreseeable future. With the backing of institutional capital and legislation such as the new Capacity Investment Scheme, the nation can compete on an international level, she told the Conexus Financial Political Series.
November 24, 2023
