Wealth Architects has transitioned its operations to the Australian financial services licence of risk specialist, Bombora Advice.
Vanguard has unveiled three new S&P 500 Index funds, expanding Australian investors’ access to the world’s largest equity market.
BizCover has entered into a partnership with Zurich Australia to expand its professional indemnity insurance offering.
Major industry fund Cbus is urging the Government to change the rules to allow superannuation funds to deliver Age Pension advice.
A major life insurer collected medical information from clients with obtaining a valid authority for nearly four years, according to the LCCC.
Digital Finance CRC’s new study finds Australia could unlock $24 billion annually if the financial technology infrastructure is modernised.
The WGEA data release has confirmed that while progress has been made on the gender pay gap overall, women in C-suite roles need more.
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Mirova’s Jens Peers explores the generational trends shaping investment opportunities within the demographic transition.
Financial advice licensees and advisers are being trapped by the moral hazard inherent in excluding MIS from the CSLR funding regime.
The Australian Financial Complaints Authority has appointed Deborah Jenkins, Stevie-Ann Dovico and Brigid Parsonson in several executive roles.
ASIC should be made to tap into funds from the ASIC levy to fund independent assessments of MIS Product Disclosure Statements says AIOFP.
MLC Expand has completed its MLC Retirement Boost launch, with the retirement income phase now available after savings was released last year.
The Super Members Council is urging ASIC to mirror its treatment of derivatives for private debt by removing the names of counterparties.
Despite the Government’s continuing policy push around the Retirement Income Covenant, lump sum super draw-down remain a popular choice.
Daintree Capital’s Justin Tyler says advisers’ local cash rate obsession risks missing the bigger shift underway in credit markets.
The APS has warned the Government’s decision to increase minimum distribution rates risks eroding ancillary funds’ capital bases.
Fidelity International has appointed Sam Heithersay as Co‑Portfolio Manager for its Australian Equities Fund and associated mandates.
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