Over 50s financially illiterate about retirement: AMP research
Although it is expected that most Australians don’t have comprehensive knowledge of the retirement system, a research report from AMP has unveiled that even those with retirement on the horizon are not adequately informed.
September 19, 2023
LFG enters pilot partnership with Risk Hub
Loyalty Financial Group has entered a pilot partnership with Risk Hub, inviting advisers within the Loyalty network to share their experiences and challenges in integrating risk advice.
September 19, 2023
Tensions hinder progress in financial services: Research
Persistent tensions between legal/compliance and marketing teams are hampering progress in the financial services sector, according to a survey from compliance software producer Red Marker.
September 19, 2023
ISA, AIST merged association announces name change
The merged Australian Institute of Superannuation Trustees and Industry Super Australia will be named the Super Members Council of Australia.
September 19, 2023
Scientific Beta advocates 7pc decarbonisation push
Investment service Scientific Beta is advocating the seven per cent decarbonisation commitment and divestment pressure on large emitters to meet the emission goals for 2050.
September 19, 2023
Let’s spend money: Advisers must invest for the future
With the days of licensee services being provided at a loss long gone, advice practices must take the lead on investing in their own business. Neil Younger writes that doing so at the expense of short-term profit margins will pay off in the long term.
September 18, 2023
Over a quarter of HNWIs have doubts about adviser expertise
Collectively valued at just under $3 trillion in assets, high-net-worth investors represent one of the most lucrative client markets for advisers, but according to research from Investment Trends and Praemium, just over a quarter don’t have the confidence in adviser expertise.
September 18, 2023
CFA Institute launches private markets and alternatives certificate
The CFA Institute has launched a private markets and alternative investments certificate.
September 18, 2023
PGIM, Point Capital expand Australian rental portfolio
PGIM Real Estate and Point Capital have already purchased two properties since entering a joint venture to develop a portfolio of residential properties for rent in Australia.
September 18, 2023
ClearView appoints chief of staff
Life insurance company ClearView Wealth has appointed Sharon Leong as chief of staff.
September 18, 2023
‘Less is more’: Re-building the SOA
With the government expected to consult on the future of the Statement of Advice later this year, advisers have shared their perspectives on what they believe an ideal document should look like.
September 15, 2023
Almost three-quarters pass August adviser exam
Almost three-quarters of candidates sitting the August adviser have passed, according to results from ASIC.
September 15, 2023
