CFS adds 25 managed accounts to CFS Edge
Colonial First State (CFS) has partnered with Atchison, Drummond, and Russell Investments to expand the investment choice on CFS Edge with 25 new managed accounts.
October 18, 2023
Advice is about more than just money
A new research report underscores a shifting perspective on financial advice, emphasising that it is about more than just money and forecasting a wave of new opportunities for financial advisers.
October 17, 2023
Nothing to fear from new players entering the game
Demand for advice is set to boom, and the question of who’s best-placed to meet that demand is live. Financial advisers might deliver the “best” advice, while super funds will deliver advice to more people. But solving the demand issue isn’t an either/or proposition, and advisers have nothing to fear from new players entering the game.
October 17, 2023
Allianz Retire+ AGILE to be added to HUB24
Allianz Retire+’s retirement income solution, Allianz Guaranteed Income for Life (AGILE), will be added to HUB24 in Q4 of this year.
October 17, 2023
2023 Aged Care Adviser Of The Year Awards launched
Aged care advice provider Aged Care Steps has launched its 2023 Aged Care Adviser of the Year Awards.
October 17, 2023
Life insurance industry doubles profit in FY23
Australia’s life insurance industry doubled its profits to $1.2 billion in FY23, according to KPMG’s annual market review.
October 17, 2023
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
