MoneySmart FAR inquiries surpass 40k a month: Wealth Data
The ‘Financial Adviser Register – Check a financial adviser’ search page on the Moneysmart website has surpassed 40,000 views per month, an inquiry by Wealth Data founder Colin Williams has discovered.
March 03, 2023
MetLife encourages advisers to road test 360Health
MetLife Australia is calling on advisers to access health monitoring tool 360Health to support their own health and better understand the value it provides their clients.
March 03, 2023
Over 500k taxpayers could be impacted if super balance cap isn’t indexed: FSC
Analysis of ATO data from the Financial Services Council (FSC) shows over 500,000 current taxpayers will be adversely impacted by the Government’s proposed 30 per cent tax rate on earnings above $3 million.
March 03, 2023
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
