TelstraSuper and Aware Super have moved to the penultimate stage of their merger with the signing of a Success Fund Transfer deed.
The sale of Perpetual’s Wealth Management business brings to an end a saga which really ban with the firm’s acquisition of Pendal.
ASIC’s study reveals Gen Z are quite confident in the accuracy of financial information and guidance from AI platforms, and social media.
The exponential growth in demand for SMSFs has seen BT join forces with Heffron to help streamline clients’ end-to-end SMSF “journey”.
Amid legislative super and tax changes, HNWs’ retirement confidence has plummeted according to new research commissioned by Generation Life.
The Finance Sector Union claims hundreds of jobs have been cut at life insurer Acenda without proper consultation with the workers.
The deal is almost done with Perpetual announcing that it has entered a binding agreement for the sale of Wealth Management to Bain Capital.
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The generally larger financial planning AFSLs who are members of the FSC have claimed that ASIC’s current oversight of PII is inadequate.
The FAAA has warned AUSTRAC against creating cost and confusion for advisers as it seeks to transition to an updated AML/CTF regime.
Industry super funds have dominated membership growth and fund flows over the past two decades but new analysis points to leakage to SMSFs.
The market conditions were right and the result was that the top 25% of SMSFs outperformed larger funds over the five years to mid-2024.
Equip Super has found Generation X is the least-prepared cohort for retirement planning but – at the same time – the most intentional.
Prime Super has appointed Frontier Advisors as its new asset consultant, with the mandate set to commence on 1 June 2026.
Commentators are divided on the outcome of tomorrow’s RBA rate decision, with many still not convinced of a hike despite global uncertainty.
Investors have been warned to tune out the ‘noise’ amid tensions in the Middle East, as concerns mount over making ‘knee-jerk’ decisions.
Datt Capital’s Emanuel Datt says that in some cases, technology companies were trading at the lowest multiples seen in five years.
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