Consistent profits and a good succession plan will sell advice firms
By making sure practices have saleable businesses – even if there is no immediate intention to sell – is the strongest insurance policy to make sure an organisation is financially healthy.
December 13, 2022
The 60/40 equities and bonds mix: Experience is ‘key’
The benefits of a 60/40 equities and bonds mix have diminished due to inflation and falling markets. A panel at the recent Professional Planner Researcher Forum discussed building a robust portfolio today, including alternatives to provide investors with attractive risk-adjusted total returns.
December 13, 2022
Corporate bond products added to Cboe Funds platform
Cboe has partnered with corporate bond company XTB to launch four exchange-traded corporate bond products to the Cboe Funds platform.
December 13, 2022
ECP Asset Management recognised as a responsible investment leader for 2022
ECP Asset Management has been recognised as a Responsible Investment Leader for 2022.
December 13, 2022
UnderwriteMe and Zurich launch underwriting service
UnderwriteMe and Zurich have launched a digital underwriting service that enables medical screening requests to be sent and received electronically via health screening provider United Healthcare Group (UHG).
December 13, 2022
Insync’s Global Quality Equity Fund earns Zenith’s approval
Insync’s Global Quality Equity Fund has earned an ‘Approved’ rating from Zenith as part of its 2022 international sector review.
December 13, 2022
‘No point having a scheme that doesn’t actually compensate’: Govt puts CSLR bill on hold
The government will delay attempting to pass the Compensation Scheme of Last Resort legislation through Parliament and will consider further amendments to the scheme, according to the FPA.
December 12, 2022
Majority of trust clients expect digital interaction: Research
Over three quarters of clients expect interactions with their trust management system to be digitised and electronic according to research from SMSF administration service Class.
December 12, 2022
ASIC calls on life insurers to review claims payment systems after breaches reported
The corporate regulator is calling on life insurers to review the accuracy of their systems and controls for claims calculations and payments.
December 12, 2022
Former Statewide Super executives charged with dishonesty offences
Two former Statewide Superannuation executives have been charged with dishonestly using their positions for the benefit of another between February and December 2019.
December 12, 2022
Plato IM expects ASX 200 to deliver 6pc yield in 2023
Investment management firm Plato Investment Management is projecting the ASX 200 will deliver a gross yield of 6 per cent in 2023, including dividends and franking credits.
December 12, 2022
