Cbus Super and EISS Super complete merger
Cbus Super has merged with EISS Super on Monday, following extensive due diligence and planning, welcoming 17,000 new members.
May 16, 2023
AZ NGA claims stake in HNW advice practice
AZ NGA has entered into a strategic partnership with High Net Worth advisory firm Rose Partners.
May 16, 2023
BlackRock appoints client business head
BlackRock Australia has appointed Jonathan Jenkins as head of client business in Victoria, Tasmania, South Australia, and Western Australia.
May 16, 2023
Inflows surge into fixed income ETFs, latest data shows
ETFs have become the beneficiary of increased fixed income inflows as younger professional advisers prefer the simplicity and low cost of using retail exchanges.
May 16, 2023
Outlook for bonds positive amid potential recession
Fixed income continues to offer compelling benefits for Australian investors’ equity-dominated multi-asset portfolios.
May 16, 2023
The opportunity in private markets
One of the mechanisms investors have adopted in recent years to reduce the volatility of their portfolio returns is to allocate a component to private market assets.
May 16, 2023
Advisers prioritise efficiency and reliability – but are advicetech vendors delivering?
AI systems like ChatGPT and the Quality of Advice Review have dominated discourse in the advice profession, so it’s no surprise it will lead the insights Investment Trends aims to gather in its latest tech needs survey.
May 15, 2023
‘It’s a part of our journey’: Advisers reflect on the meaning of retirement
Advisers spend their days ensuring their clients have a decent nest egg for retirement, but what retirement means for advisers themselves is up to their own interpretation.
May 15, 2023
MLC Life Insurance appoints general manager
MLC Life Insurance has appointed Craig Dainton as general manager of customer and adviser operations.
May 15, 2023
GSFM & AEP launch film and television fund
GSFM has partnered with Australian Entertainment Partners to launch the AEP Screen Fund, which will invest in film and television projects made in Australia.
May 15, 2023
Invest Blue and Lumiant pair up for $2m digital platform partnership
Financial advice firm Invest Blue has partnered with software company Lumiant to build a cloud-based digital advice platform that aims to boost client engagement, satisfaction, and well-being.
May 15, 2023
Who says we need more advisers anyway?
The experience pathway is touted as a way to stem the outflow of advisers from the profession. But is it worth diluting professional and ethical standards for an uncertain benefit?
May 12, 2023
