Australian Ethical completes transfer of Christian Super members
Over 28,000 Christian Super members have now been transferred to Australian Ethical Super, creating an $8 billion fund.
November 28, 2022
Heritage Bank achieves Climate Active certification
Heritage Bank has earned a Climate Active certification for reducing and offsetting emissions from its business operations.
November 28, 2022
Christine Lusher: Helping women find their financial footing in life
Choosing to focus on a specific client sector, Christine Lusher has dedicated her career to helping women through difficult financial situations that happen in life.
November 25, 2022
Evaluating retirement income strategies and the applications to advice
New research on the next step in the development of a healthy retirement system in superannuation provides a timely opportunity to refresh best practice retirement strategies in advice, write David Bell and Geoff Warren.
November 25, 2022
FSI announces new global head of responsible investment; expands team
Global investment firm First Sentier Investors has appointed Kate Turner as its new global head of responsible investment.
November 25, 2022
Risk market inflows up 3.7 per cent over the past year
Total risk market inflows have risen 3.7 per cent over the past year from $17.1 billion to $17.7 billion according to research Plan for Life.
November 25, 2022
ASIC places interim stop orders on two Perpetual Funds
ASIC has issued interim stop orders preventing Perpetual from offering or distributing the Pure Microcap and Geared Australian Share fund to retail investors because of deficiencies in its Target Market Determinations.
November 25, 2022
AXA partners with St George Community Housing for affordable rental housing
AXA IM Alts has launched its new build-to-rent strategy through a partnership with St George Community Housing (SGCH).
November 25, 2022
Is advice that is good-enough, good enough?
Good limited personal advice is a concept that every professional financial adviser should be struggling with, writes Paul Moran. Objectively, ‘good’ and ‘limited’ don’t work together.
November 24, 2022
Size doesn’t matter: PY advisers can excel in smaller practices
Although larger institutions have historically been the training ground for new entrants, smaller practices should not be afraid to take professional year advisers according to a panel discussion. Aside from offering a more intimate learning experience, the chances of retaining provisional advisers are higher as long as the culture is right.
November 24, 2022
Financial planners awarded at 2022 FPA Professional Congress
The Financial Planning Association has announced the winners of the 2022 FPA Awards and the Gwen Fletcher Memorial Award at the FPA Professionals Congress in Sydney.
November 24, 2022
Government moves to increase super fund transparency
The federal government is overhauling transparency requirements so members can access clearer, more meaningful, and more consistent information about their superannuation funds.
November 24, 2022
