Industry Updates

CFA Institute launches private markets and alternatives certificate

The CFA Institute has launched a private markets and alternative investments certificate.

PGIM, Point Capital expand Australian rental portfolio

PGIM Real Estate and Point Capital have already purchased two properties since entering a joint venture to develop a portfolio of residential properties for rent in Australia.

ClearView appoints chief of staff

Life insurance company ClearView Wealth has appointed Sharon Leong as chief of staff.

Almost three-quarters pass August adviser exam

Almost three-quarters of candidates sitting the August adviser have passed, according to results from ASIC.

ASFA, ISA welcome passage of housing fund legislation

The Association of Superannuation Funds of Australia and Industry Super Australia have welcomed the passage of the Housing Australia Future Fund (HAFF) legislation, with the support of the Greens and crossbench senators and members.

Aware Super launches adviser portal

Industry fund Aware Super has launched its client portal to help independent financial advisers (IFAs) interact with the fund.

MP, BT heads join FSC board

The Financial Services Council has appointed AMP chief executive Alexis George and BT Financial Group CEO Matt Rady to its board. 

Rising costs worry most older Australians: Challenger research

A majority of older Australians are increasingly worried about the rising cost of living, which is negatively impacting their lifestyle and overall well-being, according to a recent study by National Seniors Australia and Challenger. 

Australians retiring later than global peers: Natixis data

Australia and other developed countries have experienced improved retirement security for the first time in a decade, but Australians are retiring later, according to the Natixis Investment Managers’ Global Retirement Index.

Advice key to financial well-being: CFS research

Most Australians do not feel positive about their financial future and lack confidence when making decisions about their superannuation, according to the latest research from Colonial First State.

Viridian launches Infinity Capital Solutions

Viridian Financial Group has launched managed accounts service Infinity Capital Solutions.

Priority Advisory Group & Wise Planners merge to create multi-disciplinary firm

Financial advice firms Priority Advisory Group and Wise Planners will merge to form a large multi-disciplinary professional services firm specialising in wealth management, retirement planning, aged care, life risk insurance, and workplace financial advice.

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