Advisers will need to double client load post-QAR
In the post-Quality of Advice Review world institutions will be a necessity to carry mass-market advice to low balance clients, according to a panel discussion. But in the trade-off for red tape reduction, advisers will need to take on more high-balance clients for the advice gap to close.
June 09, 2023
Inflation stickier, economies more resilient than markets predict
Despite rising interest rates showing no signs of plateauing and hitting levels unseen by many professionals, lower volatility in rate movements will benefit the economy, some experts argue.
June 09, 2023
Generation Life launches updated investment-linked retirement product
Generation Life has launched its next generation of investment-linked lifetime annuity offering LifeIncome which gives retirees more flexibility for example to include a loved one other than a spouse as a the reversionary beneficiary when LifeIncome is commenced with non-super money.
June 09, 2023
HESTA hits initial 2030 Scope 1, 2 portfolio emission targets
The $72 billion HESTA announced on Friday it had hit its initial carbon reduction target of a 33 per cent in Scope 1 and Scope 2 emissions by 2030, some eight years ahead of plan.
June 09, 2023
Count appoints M&A expert to board
Count has appointed M&A expert Tim Martin to its board following an extensive recruitment process.
June 09, 2023
AMP sells off SuperConcepts
SMSF administration service SuperConcepts is the latest part of AMP’s business to be shipped off as the wealth manager continues to streamline operations. Former Count CEO Matthew Rowe will lead the company after the transition to private equity owners is completed.
June 08, 2023
Rowell to depart APRA
APRA deputy chair Helen Rowell will step down from her role at the end of June.
June 08, 2023
ART makes 3 executive changes
Superannuation fund Australian Retirement Trust has made three executive changes including within its advice and membership divisions.
June 08, 2023
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
An alternative path to diversification
Time has shown the worth of many alternative strategies operated by skilled fund managers, but Michael Collins writes it can be a complex sector to navigate.
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
