Industry Updates

How to get the most value when attending an event

There are more events out there to attend than there are days in the year, so marketers need to choose wisely. Here are some key considerations.

Millennials on track for a bleak retirement

By 2025, the majority of the workforce will be Millennials, and it's critical that they get help to improve their retirement prospects.

AIA Australia announces Term Level premium structure

AIA Australia announced today that the company has launched Term Level – a new feature, offered as part of our award winning Priority Protection product, providing greater flexibility when matching premium structures to clients’ needs. By providing the predictability of a true level premium for selected terms of 5, 10, and 15 years, advisers can

Risk-averse global investors turning to AREITs

Principal Global Real Estate Securities releases its Q1 2017 update for the Global Real Estate Securities market. The first quarter of 2017 saw Australian real estate investment trusts (AREITs) underperform general equities in a trend continuing from the second half of 2016, according to Principal Global Real Estate Securities in its latest quarterly update.  

Men need to change to close the gender wealth gap: Burgess

Former Future Fund chief Mark Burgess reckons male bosses need to change their thinking to promote more women and close the gender pay gap.

Super still failing SMEs, ombudsman tells Summit

Sector ombudsman Kate Carnell says the system is too inflexible for small-business owners, who often can top up their super only with lump sums after the sale of their business.

Remaining true to label a challenge in volatile times

  Regardless of underlying market movements, it is important for fund managers to remain true to label to ensure investors’ portfolio construction strategies continue to meet their long term needs, says Dr Manny Pohl, CEO of ECP Asset Management.   “There will always be times when the going gets tough for asset managers and the

Reflection: True leadership unites disparate perspectives

Opinions on what's good for the financial planning industry are like varieties of French cheese – there are so many. True leaders will bring those voices together for prosperity.

Practice Health rating launched; room to improve at 62 per cent

The ‘health’ of Australian planning firms is sitting at 62 percent, according to the latest Future Ready VII Report released by Business Health and sponsored by knowITdigital. For the first time, Business Health has sought to encapsulate the current state of Australian practices into a single rating, by consolidating the results of all practices that

Capital gains tax changes require asset-by-asset approach

The new way of calculating capital gains tax relief requires considering the options for each client and asset individually. Time is running out to get it sorted before June 30.

The right conversations can close the gender gap

Improving the financial security of all women lies in how we talk to women and what we talk about. Moving the dial requires action in three areas.

Investors demand more ethical solutions: BetaShares

Speaking at a media briefing event in Sydney today, BetaShares Managing Director Alex Vynokur and Dr John Hewson, Chairman of Asset Owners Disclosure Project, discussed the increased recognition from investors that there is a financial risk involved in climate change and why ethical investments are an attractive solution. Investors increasingly demand ethical investing options “When

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