Equip Super names former Suncorp CEO as new chair
Equip Super has appointed Michael Cameron as its chair, replacing outgoing chair Danny Casey, who stepped down after six years in the position.
October 17, 2023
Regulation makes Aussie advice attractive to foreign capital
While two decades’ worth of persistent regulatory change has been a “shock to the system” for the Australian financial advice industry, its burgeoning status as an independent-minded profession has been noticed by private equity players abroad. Visiting from the US this month, Merchant Investment Management bosses Marc Spilker and Matt Brinker say the local market is better placed than most to provide the intimate service clients around the world are craving.
October 16, 2023
Advisers weigh in on new super tax advice opportunities
The concessional tax rate for superannuation balances exceeding $3 million will be doubled from July 2025. This change, according to three industry professionals, throws up some estate planning complexities that create potential opportunities for advice.
October 16, 2023
ClearView partners with Osara Health to support claimants affected by cancer
Life insurance company ClearView Wealth has partnered with cancer support and education provider Osara Health to give claimants access to a digital health care program to help improve their health and well-being.
October 16, 2023
Unleashing the power of female collaboration
Women in financial planning have been urged to unite and take action for a more inclusive industry, at the second ‘Women in Advice’ roundtable hosted by Professional Planner and the Stella Network, and sponsored by BT Financial Group.
October 13, 2023
Take the time to build trusted professional networks
Building professional referral partnerships takes time and patience, it's not always best done for money, and it's worth remembering that referrals can work both ways.
October 13, 2023
Super at the epicentre of advice for Australians
At the Conexus Retirement Conference in August this year, APRA deputy chair Margaret Cole outlined the need for super funds to prioritise retirement as much as accumulation by pointing out that a further three million fund members will become eligible to draw from their super in the next 10 years.
October 12, 2023
Facing up to the challenges of sustaining an investment research business
Threats to the business models of research firms and to the research operations of licensees and advice practices will be put under the spotlight at Professional Planner’s Researcher Forum in December.
October 12, 2023
PGIM Real Estate launches research lab RealAssetX
PGIM Real Estate has launched a research and innovation lab, RealAssetX, to develop new real assets technologies through university partnerships.
October 12, 2023
Advisers have all the ingredients to provide the crème de la crème of retirement advice
A range of delivery mechanisms are needed to guide Australians to suitable retirement solutions, including trustee direction. Within this, personal financial advice provided by a financial planner has all the ingredients to be best-in-class.
October 11, 2023
Urgent action needed to make advice sustainable
Advice businesses may not be big carbon emitters themselves but Neil Younger writes that they have some serious sustainability issues of their own to address in order to survive for the long term to meet their obligations to stakeholders.
October 11, 2023
Market volatility drove worst managed fund start in five years: Calastone
Australian investors have become more rattled by market volatility during Q3, according to the latest Fund Flow Index from Calastone.
October 11, 2023
