Generation now: it’s time to engage those wealthy clients’ kids
If you’re not already involving your clients’ children in discussions about family wealth, now is the time to start. But don’t expect the business-as-usual approach to delivering advice to necessarily work with the younger generation.
March 02, 2023
ART announces executive re-structure, two departures
Australian Retirement Trust (ART) has announced changes to its executive structure including a yet to be appointed newly-created role of chief of retirement to focus on ART’s retirement strategy.
March 02, 2023
TAL recognised as an employer of choice for gender equality
Life insurer TAL has been named an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency for the ninth consecutive year for its ongoing commitment to workplace equality. The citation is awarded to organisations that meet rigorous standards in workplace gender equality, including demonstrating an active commitment to best practices and leadership.
March 02, 2023
Kaplan offering 12 Women in Finance Scholarships in 2023
Ahead of International Women’s Day next week, financial services education provider Kaplan Professional will offer Women in Finance Scholarships in 2023 for the third year running.
March 02, 2023
Bigger isn’t better: The advice practices playing the small game
In an industry that has been focused on scale, some advice practices have fought against the trend of increasing size.
March 01, 2023
‘More than home ownership’: Wealth is more than having The Castle
While Darryl Kerrigan’s perspective of home ownership in the iconic movie The Castle remains part of the Australian consciousness, the concept of wealth has shifted to include more than owning a house, according to research from AMP conducted with demographer Bernand Salt.
March 01, 2023
Low barrier ethical investing option for Islamic Australians launched
Islamic financial services provider Meezan Wealth Management has launched a low-cost digital investing solution to remove obstacles to ethical investing for the wider Islamic community in Australia.
March 01, 2023
Amundi appoints head of institutional sales
Asset manager Amundi has appointed Lawrence Wee as head of institutional sales in south Asia, based in Singapore.
March 01, 2023
Dividends rose to new records in 2022: Janus Henderson
Global dividends grew strongly in 2022, rising 8.4 per cent to a record AUD$2,319,000,055,944, according to the Janus Henderson Global Dividend Index.
March 01, 2023
Former RBA deputy governor amongst ART board and investment committee appointments
The Australian Retirement Trust (ART) has appointed several prominent Australian leaders to its board of directors and investment committee, including the former deputy governor of the RBA.
February 28, 2023
Blurred lines: Platforms and advice tech roles begin to fade
Advice practices are relying on platforms to offer more services than just investment management according to research from Investment Trends and Finura Group. This shift could have broader implications for the tech market which is already seeing increased competition servicing a diminishing number of advisers.
February 28, 2023
‘We worked bloody hard’: FPA, AFA merger gains overwhelming support
Over 96 per cent of members for each advice association that voted supported the merger between the FPA and AFA. The confirmation means the singular association can focus its energy on driving the profession forward with a unified voice.
February 28, 2023
