A thriving and trusted financial sector needs media advocates
In his first outing for Professional Planner, the new editor-in-chief of this publication argues that a healthy financial services sector needs media that provides more than just information and opinion. It also needs advocacy and leadership.
July 04, 2023
Drop the ‘size is good’ mantra: bigger isn’t automatically better
Research by the Conexus Institute finds scale does not deliver an ‘automatic win,’ and what matters most is whether funds – big or small – are skilled in developing and implementing their strategy.
July 04, 2023
Jollie to step down as abrdn MD
Brett Jollie will step down as managing director of abrdn on 21 July due to the completion of the restructuring of the Australian arm of the business.
July 04, 2023
FAAA achieves over 8700 membership renewals
The Financial Advice Association Australia has achieved over 8,700 membership renewals in the 2024 financial year.
July 04, 2023
Investors grappling with cost management challenges
An asset owner survey conducted by bfinance has found that investors worldwide are grappling with cost management challenges amid persistent inflation, heightened ESG requirements, and regulatory burdens.
July 03, 2023
Diverger in $4m deal with aligned advice firm
In a move that follows the trend of licensees taking an equity stake in a practice rather than relying on licence fees, Diverger will own a 55 per cent piece of Melbourne-based advice firm Atkinson Saynor Private Wealth.
July 03, 2023
Australian funds lag global peers on unlisted asset valuations
Scarce valuations, poor valuation methodologies and long redemption windows call into question whether members are getting a fair deal, experts say, as APRA signals higher standards are due.
July 03, 2023
ASFI begins work on sustainable finance capability
The Australian Sustainable Finance Institute has begun work to improve capability across the finance sector and support a stronger pipeline of talent into the industry.
July 03, 2023
Mercer appoints three non-executive directors
Mercer has appointed three non-executive directors to its fiduciary boards.
July 03, 2023
The topsy turvy world of retirement advice and guidance
Financial planners are naturally better positioned to deliver superior retirement outcomes than super funds, but research from the Conexus Institute suggests there is one aspect funds will increasingly use that the advice profession could also be taking advantage of.
June 30, 2023
Federated Hermes appoints investment director
Federated Hermes has appointed Sian Long as investment director of impact and sustainable equity strategies.
June 30, 2023
