Consumers confused over ESG and sustainability: CFS research
Research from Colonial First State has found that Australian consumers are confused by sustainability claims and cannot differentiate between ESG investment options.
November 09, 2023
FAAA appoints university and student programs head
The Financial Advice Association has appointed Louise Trevaskis as head of university and student programs as part of its strategy to bring more graduates into the financial planning profession.
November 09, 2023
Complii and Praemium enter strategic partnership
Capital markets platform Complii Fintech Solutions has partnered with investment platform Praemium to actively engage in cross referrals, encouraging clients to explore the comprehensive services offered by both businesses.
November 09, 2023
Risk inflows increase in FY23 but sales decline: PFL data
Year-on-year risk inflows rose 2.1 per cent in FY23 compared to the previous financial year, but risk sales finished down according to data from Plan for Life.
November 08, 2023
ASIC updates investor alert list
ASIC has released the new “investor alert list” so that consumers can check if an entity they are considering investing in is unlicensed, fraudulent, or a scam.
November 08, 2023
Australians anxious about money for retirement: MLC research
While most Australians are taking steps to strengthen their financial situation, many need additional support to achieve their financial goals and get ready for retirement, according to research from MLC.
November 08, 2023
Invesco appoints multi-asset strategy leader
Fund manager Invesco Australia has appointed Scott Bennett as its director of factor investing and multi-asset strategies, based in Melbourne.
November 08, 2023
ART appoints head of investment resilience and planning
Australian Retirement Trust has appointed Jody Fitzgerald as head of investment resilience and planning, in a newly created role.
November 07, 2023
Change to ‘qualified tax relevant provider’ definition
Advisers who are a relevant provider and a registered tax agent now satisfy the definition of a ‘qualified tax relevant provider’ without having to meet the requirements of Division 3 of Part 3 of the Relevant Providers Determination, according to an update from ASIC.
November 07, 2023
Quinbrook launches carbon footprint reporting platform
Asset manager Quinbrook Infrastructure Partners has launched a digital platform, Quintrace, to help customers trace, audit and report their hourly carbon footprint.
November 06, 2023
BT’s PPM transition to Mercer successful
Mercer has announced that the transition of BT’s Private Portfolio Management business from Westpac Group to Mercer has been successful.
November 06, 2023
Diversity Council Australia reconfirms MetLife Australia as inclusive employer
Diversity Council Australia has recognised life insurer MetLife Australia as an inclusive employer for the second time.
November 06, 2023
