Zenith & Chant West achieve B Corp certification
Global non-profit organisation B Lab has granted B Corporation certification to Zenith Investment Partners and Chant West.
June 08, 2023
Establishing a different defensive formation
Fixed income struggled to maintain it's defensive credentials during the chaotic market period caused by the Covid-19 pandemic. With bonds losing the benefits of uncorrelated returns to stocks, alternatives have presented an opportunity to diversify portfolios in rough market conditions.
June 08, 2023
Use of advisers stagnates among SMSFs: Investment Trends
Around a quarter of SMSF trustees have a financial adviser with the advice gap doing little to prevent demand being fulfilled – only one-in-five non-advised trustees have any interest in pursuing advice.
June 07, 2023
Challenger, Ensombl boost adviser resources amid persistent inflation struggles
Amid ongoing cash rate rises from the central bank to curb inflation, Challenger and Ensombl have published a joint resource that aims to support financial advisers in mitigating the rising cost pressure placed on retirees.
June 07, 2023
Former FSC head appointed as Ignition Advice chair
Digital advice firm Ignition Advice has appointed former Financial Services Council CEO Sally Loane as chair.
June 07, 2023
FSC releases updated template for TMDs
The Financial Services Council has released an updated template Target Market Determination for fund managers.
June 07, 2023
Fourth Line acquires AI assets from TIQK
Advice regtech firm Fourth Line has purchased the core intellectual property (IP) of defunct software company TIQK, including artificial intelligence (AI) and natural language processing (NLP) technologies.
June 07, 2023
Yarra announces appoints investment manager
Yarra Capital Management has appointed Jessica Ren as investment manager of its fixed-income team.
June 07, 2023
Vision Super and Active Super to merge
Vision Super and Active Super will merge to create a $27 billion fund with 170,000 member accounts, and a broader geographic presence across NSW and Victoria.
June 07, 2023
New Quantum completes stage one of Morrison Securities acquisition
Technology company New Quantum Holding has completed stage one of its 80 per cent acquisition of Morrison Securities from ASX-listed licensee Sequoia Financial Group.
June 07, 2023
What on Earth were they thinking?
The recently revealed PwC tax consulting scandal offers some important messages to licensed financial advisers and their industry bodies about the ethical obligations of a profession when dealing with conflicts of interest, writes chartered accountant Robert M C Brown.
June 06, 2023
CSC ups cybersecurity budget by 22pc in FY24
The Commonwealth Superannuation Corp will increase its cybersecurity budget by 22 per cent in FY24 after the cyber attacks on Optus, Medibank, and Latitude Financial Services, according to CSC head of security Daminda Kumara.
June 06, 2023
