CALI announces ReCALIbrate recipients
The Council of Australian Life Insurers (CALI) has announced the inaugural recipients of its ReCALIbrate grants program.
October 09, 2023
Mason Stevens appoints asset allocation head
Wealth platform provider Mason Stevens has appointed David Macri as head of asset allocation.
October 09, 2023
Allianz Retire+ appoints technical services head
Allianz Retire+ has appointed Justine Marquet as head of technical services.
October 09, 2023
PY pros outweigh the cons, but small firms still hesitant to absorb costs
It takes more effort, time and cost to take a new adviser through a professional year than it does to poach one from a competitor, but the firms that are going to the trouble are finding the pros of the PY outweigh the cons.
October 06, 2023
The best investment for advisers and their clients
Professional advisers must continuously invest in their education, training and personal development, whether mandated or not, or they risk falling behind and becoming obsolete, says Invest Blue’s Kasey Patterson.
October 06, 2023
UniSuper and global investors acquire Tasmanian forestry estate
UniSuper, alongside the UK’s Pension Protection Fund and a subsidiary of Dutch pension fund ABP, have acquired a 170,000-hectare hardwood plantation in Tasmania from asset manager New Forests for an undisclosed sum.
October 06, 2023
Wealthy Australians hope to leave a legacy but too few have a plan
More than 80 per cent of high net worth individuals say they intend to leave a legacy, but only one in five have a plan to do so, according to new research from Generation Life. Heath Hebenton of Finextra Wealth says it is incumbent on planners to ensure clients are prepared and can meet their estate planning and charitable goals.
October 05, 2023
The rationale for opening up financial advice post-QAR
In the wake of the Quality of Advice Review, there's a strong case for opening up the advice field to a wider range of players. BT chief executive Matt Rady argues that financial advisers should not be threatened by this idea - in fact, they should embrace it.
October 05, 2023
Millennials open to financial planning benefits: FPSB report
A global report from the Financial Planning Standards Board shows that two out of three Gen Y individuals are considering paying for financial advice, indicating their recognition of the need to manage their money as they prepare to inherit unprecedented levels of intergenerational wealth.
October 04, 2023
Headed east: How Italian money will help TWD go national
Troy MacMillan set up The Wealth Designers 13 years ago, and now he has an equity partner on board that he believes will help the business achieve its growth ambitions and fulfil his vision of operating a national advice business.
October 04, 2023
ASFA names Leeanne Turner interim CEO
The Association of Superannuation Funds of Australia (ASFA) on Wednesday Leeanne Turner as interim CEO of the association. Gary Dransfield has also been reappointed chair.
October 04, 2023
Challenger signs its first sponsorship deal in Australian sport
Investment management firm Challenger has signed on as an exclusive three-year naming rights partner of the PGA Tour of Australasia – its first sponsorship deal in Australian sport.
October 04, 2023
