Client portal access shifting from browsers to smartphones
Digital portal provider Myprosperity has seen a shift in how clients access information via smartphone versus computer. Since the start of the COVID-19 pandemic, user behaviour has transitioned to embracing the age of the smartphone app.
September 15, 2023
ASFA, ISA welcome passage of housing fund legislation
The Association of Superannuation Funds of Australia and Industry Super Australia have welcomed the passage of the Housing Australia Future Fund (HAFF) legislation, with the support of the Greens and crossbench senators and members.
September 14, 2023
Former ipac adviser teams up with TWD to give advice without borders
Now based in Switzerland, former ipac adviser Patrick Canion has teamed up with The Wealth Designers to continue to serve Australian clients from the other side of the world. The pairing allows Canion to continue to advise Australian clients, while Perth-based TWD gains a value-added service for its wealthiest family and individual private clients.
September 14, 2023
Aware Super launches adviser portal
Industry fund Aware Super has launched its client portal to help independent financial advisers (IFAs) interact with the fund.
September 14, 2023
AMP, BT heads join FSC board
The Financial Services Council has appointed AMP chief executive Alexis George and BT Financial Group CEO Matt Rady to its board.
September 14, 2023
Rising costs worry most older Australians: Challenger research
A majority of older Australians are increasingly worried about the rising cost of living, which is negatively impacting their lifestyle and overall well-being, according to a recent study by National Seniors Australia and Challenger.
September 14, 2023
Australians retiring later than global peers: Natixis data
Australia and other developed countries have experienced improved retirement security for the first time in a decade, but Australians are retiring later, according to the Natixis Investment Managers’ Global Retirement Index.
September 14, 2023
‘This is big’: The stark difference between APRA funds and SMSFs in retirement
Research has found that SMSF members are more likely than APRA-regulated fund members to have set up tax-exempt income streams after turning 65. The findings come as regulators push APRA-regulated fund trustees to deliver better retirement solutions to members.
September 13, 2023
Advice key to financial well-being: CFS research
Most Australians do not feel positive about their financial future and lack confidence when making decisions about their superannuation, according to the latest research from Colonial First State.
September 13, 2023
Frontier to offer research to self-licensed advice practice
Known best for its industry-fund clientele, Frontier Advisors has commenced offering its research services to self-licensed South Australian advice firm Perks Private Wealth. The investment researcher has spent the past decade diversifying its client base, with retail and wholesale wealth anticipated to become a bigger part of its business.
September 13, 2023
Viridian launches Infinity Capital Solutions
Viridian Financial Group has launched managed accounts service Infinity Capital Solutions.
September 13, 2023
