Holden employee fund merges into Mercer Super Trust
Mercer has signed an agreement with the trustee of Holden Employees Superannuation Fund (HESF) to transition HESF into the Mercer Super Trust via a successor fund transfer.
May 25, 2023
Fourth Line restructures leadership team
Advice regtech firm Fourth Line has re-structured its leadership team to advance its goal of fully automating the financial advice assurance process.
May 25, 2023
J.P. Morgan launches three listed active ETFs
J.P. Morgan Asset Management has launched three more listed active ETFs on the ASX after debuting its first two in November last year.
May 25, 2023
Strengths and shortcomings of licensees revealed through the eyes of advisers
Licensees don’t know what they don’t know, and without feedback from advisers, nothing will change. Most licensees say they’re adapting to the needs of advisers, but only advisers know if this is truly the case.
May 24, 2023
Further transparency around super funds’ illiquid assets needed: Morningstar
How much is too much? That is the quandary facing Australia’s $3.5 trillion super fund industry as it determines the optimum level of illiquid assets in its vast holdings.
May 24, 2023
Ripple Wealth joins Walker Lane as member firm
Boutique advice firm Ripple Wealth has joined licensee Walker Lane as a member firm.
May 24, 2023
‘Dream life, not just dream home’: Housing no longer foundation for wealth
Australians are prioritising financial independence but pursuing other life goals over home ownership, according to research conducted by Insignia Financial and McCrindle. For financial advisers, this will mean developing wealth strategies that aren’t focused on owning a property.
May 23, 2023
‘Win-win-win’: Advice the linchpin to philanthropic giving
Financial advisers can be the driving force to doubling philanthropic giving but more education is needed about structured giving in Australia, according to the APS Foundation.
May 23, 2023
Asendium partners with Enzumo for SOA creation
Advice tech firm Asendium has partnered with financial planning software customisation business Enzumo to provide clients with a detailed and compliant SOA document that is linked to their Asendium account.
May 23, 2023
AstuteWheel launches version 4.0 of engagement software
AstuteWheel has celebrated its eleventh anniversary by launching version 4.0 of its engagement software, which includes a secure client portal, enhanced CRM functionality, and practice management/business improvement tools.
May 23, 2023
BT appoints distribution head
BT has appointed head of account management Jason Brown to lead its distribution team.
May 23, 2023
