As mental health claims rise and the conversation around sustainability evolves, advisers are rethinking what a client’s best interests means.
Financial adviser numbers have continued to recover after the exodus marking the end of the financial year and currently stand at 15,050.
MLC’s Renee Howie said Gen Z is talking about money, setting financial goals and planning for retirement earlier than previous generations.
TAL’s education program for advisers has released several new courses for the second half of the year, focusing on AI and client experience.
Australian Ethical has managed to generate record FUM off the back of past strategy decisions around asset class diversification.
InvestmentMarkets’ Darren Connolly said young investors would achieve stronger long-term outcomes by focusing on the basics.
FinCap has confirmed the inaugural line-up of its investment manager partners underpinning its newly launched Helm portfolio suite.
Australians are living longer, working differently, and carrying more financial complexity into retirement. So, guaranteed income is becoming key in..
As bank hybrids are being phased out, many investors are seeking new ways to generate reliable income. And subordinated debt is stepping in.
Trade finance has demonstrated resilience across global shocks, combining short‑duration, self‑liquidating structures with historically low volatility
With government debt at record highs, what other areas of the bond market could potentially enhance a portfolio’s defensive characteristics?
The FAAA has confirmed Michelle Veitch will be its next chair, following the departure of David Sharpe at the end of his term in November.
Striver has launched an AI client simulation platform via Deakin University, designed to arm financial planning students with client-facing skills.
Entireti has announced the appointment of Geoff Lloyd as its new Chair, replacing long-serving Ray Miles in the role.
GBST’s Jeff Hall said the upgrade focuses on clearer retirement income modelling, after-tax outcomes and smoother workflows.
Senate Estimates has sought highly specific answers from APRA on its handling of platform super trustees citing actions against 5 platforms.
Australia’s major superannuation funds have received a damning assessment from SCA over the quality of their call centres.
NAB subsidiary online broker, WealthHub has been hit with a $1.055 million fine over significant data reporting failures.
Aberdeen Investments’ Peter Branner said the global economy is in a complex phase due to geopolitical tensions and elevated inflation.
RBC BlueBay Asset Management’s Mark Dowding said the questions around AI earnings is only likely to grow in significance in the months ahead.
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