Zurich enters partnership agreement with Wests Tigers
Life insurer Zurich Financial Services has partnered with NRL team Wests Tigers, including sponsorship of the Zurich Centre, a new state-of-the-art training and administrative facility.
November 21, 2022
Patricia Garcia: The journey from biotech to financial planning
Graduating with honours in biotechnology, Patricia Garcia wasn’t sure she made the right decision. After a year of doing lab work she took a chance on a career change and never looked back.
November 18, 2022
Underneath the hood of an ETF
There are over 300 ETFs in the Australian market and for time poor advisers it's difficult to fully know what lies beneath the surface. Padua Solutions' Ben Walsh explains how advisers can examine what is under the hood of exchange traded products.
November 18, 2022
Consumer financial wellbeing slipped slightly over the last year
Savvy, an online financial broker, has released the Financial Wellbeing Report: The Changing State of Australians’ Finances, which reveals the latest findings on how the nation’s population has fared financially over the past three years.
November 18, 2022
RI managers performing in line with ERIG Index
Responsible Investment (RI) tilted Australian equity funds tracked the index during the September quarter, according to the most recent update from the Evergreen Responsible Investment Grading (ERIG) Index.
November 18, 2022
Sally Loane appointed as chair of Destination NSW
Former Financial Services Council chief executive Sally Loane has been appointed as chair of tourism body Destination NSW.
November 17, 2022
Number of advisers steadying
The profession has seen a net departure of three advisers this week with the total number on the ASIC Financial Adviser Register sitting at 15,899.
November 17, 2022
Confusion driving rumours and regulatory misunderstanding
The industry has struggled with breach reporting regulations and much-needed guidance from ASIC will likely remedy that confusion according to compliance experts. But that has been part of a symptom where advisers and licensees are constantly apprehensive about what the regulator will do.
November 17, 2022
Research finds advice gap for over 12 million Australians
Research from Investment Trends has found there are 12.4 million Australians with unmet advice needs with the advice gap being widest for younger Australians. However, younger Australians are also willing to utilise digital advice for less complex advice needs.
November 17, 2022
Pendal/Perpetual still working on deal ‘despite what you may have read in the press’
Perpetual’s proposed acquisition of Pendal has seen both parties agree to advised terms in the arrangement.
November 17, 2022
NGS Super chair retires
NGS Super chair Dick Shearman will retire at the end of 2022, following 10 years of service on the board.
November 17, 2022
BetaShares launches interest rate hedged bond ETF
Australian fund manager BetaShares has launched the BetaShares Interest Rate Hedged Australian Investment Grade Corporate Bond ETF (HCRD), which it claims is the first of its kind in Australia.
November 17, 2022
