Intrafund advice should help members, not boost FUM
Australian Retirement Trust believes intrafund advice should be about helping existing members not, to find new ones or boost market share. Given the scale and cost of providing a comprehensive advice arm, the fund would prefer to keep holistic advice a separate channel as it would not be fair to collectively charge members.
December 17, 2024
FAAA questions missing million from Libertas
The Financial Advice Association has questioned why an intercompany loan owed by Sequoia to Libertas has disappeared, which could have led to $1 million potentially being used to cover disputes directed towards the Compensation Scheme of Last Resort.
December 16, 2024
Any client meeting is ‘almost a chess game’
For Emanuel Whybourne & Loehr managing partner Craig Emanuel, any client meeting is an opportunity to listen, rather than to talk. He likens it to a chess match, where you don’t know what’s needed until the other player makes their move.
December 16, 2024
Profiles in hope: Flipping the script on mental health
The stigma surrounding mental health has subsided dramatically in the past 20 years, but how society – including our workplaces – continues to adapt to mental health acceptance still has a way to go.
December 13, 2024
NZ Super appoints former Future Fund CIO to board
Former Future Fund chief investment officer Sue Brake has been appointed to the NZ Super board.
December 13, 2024
‘No dominant model’ in multi-asset, multi-manager investing
Investment advisers and asset consultants are yet to adopt the same investment philosophy after decades of a shared purpose and growing knowledge. However, this diversification has created a range of strategies and styles.
December 12, 2024
AIA Australia and CFS renew group insurance partnership
Life insurer AIA Australia has announced that it has renewed its partnership with Colonial First State to continue as its group insurer.
December 12, 2024
IAM appoints former ASIC Commissioner as non-executive director
Income Asset Management has appointed Danielle Press to the board as a non-executive director.
December 12, 2024
High conviction growth stories to watch over the next decade
The Australian sharemarket hosts a number of high quality, home-grown companies that have been able to transport their success offshore and become global leaders. Against that backdrop, First Sentier Investors has identified several compelling companies it is watching over the next decade.
December 12, 2024
