Wealth transfer talks key to client satisfaction rate: Research
By encouraging clients’ children to be involved in the wealth-transfer process, financial advisers are likely to see a higher satisfaction and retention rate, according to a whitepaper from Australian Ethical and CoreData Research.
November 27, 2023
Super funds up offshore asset allocation in 2023: NAB
The total offshore asset allocation of Australian super funds has reached 47.8 per cent in 2023, according to the biennial NAB Super Insights Report.
November 27, 2023
Optimum Pensions releases retirement income strategies book for financial planners
Optimum Pensions has released a new book aimed at helping financial planners design secure income strategies for their retiring clients.
November 27, 2023
Australian Ethical CEO joins Australian Philanthropic Services board
Australian Philanthropic Services has appointed Australia Ethical CEO John McMurdo to its board of directors.
November 27, 2023
Frontier Advisors restructures research team
Frontier Advisors has restructured its research team, promoting a slew of internal talents.
November 24, 2023
ASIC gains court order for iExtend to apply for an AFSL
ASIC has accepted a court enforceable undertaking from iExtend after investigating concerns it was operating a financial services business without an Australian Financial Services Licence.
November 23, 2023
Mercer fined $12 million for fee disclosure failures
The Federal Court has ordered Mercer Financial Advice pay a $12 million penalty after being found to have failed in its fee disclosure obligations and charging fees to customers it was not entitled to charge.
November 23, 2023
MLC Life hires three in distribution team
MLC Life Insurance has made three appointments in its northern region retail distribution team.
November 23, 2023
ASFA names former HESTA executive Mary Delahunty as CEO
The Association of Superannuation Funds of Australia has appointed former HESTA executive Mary Delahunty as CEO.
November 23, 2023
Rest commits $1 billion to green data centres
Rest has invested $1 billion in green data centres via renewable and clean energy infrastructure manager Quinbrook Infrastructure Partners.
November 22, 2023
Coredata appoints Dean Thomas as APAC head
Coredata Research has appointed Dean Thomas as CEO of CoreData APAC.
November 22, 2023
The best of financial planning in Australia recognised at inaugural FAAA Awards
The Financial Advice Association Australia (FAAA) has announced the 2023 winners of the inaugural FAAA Awards across six professional categories.
November 21, 2023
