FAAA appoints university and student programs head
The Financial Advice Association has appointed Louise Trevaskis as head of university and student programs as part of its strategy to bring more graduates into the financial planning profession.
Complii and Praemium enter strategic partnership
Capital markets platform Complii Fintech Solutions has partnered with investment platform Praemium to actively engage in cross referrals, encouraging clients to explore the comprehensive services offered by both businesses.
Risk inflows increase in FY23 but sales decline: PFL data
Year-on-year risk inflows rose 2.1 per cent in FY23 compared to the previous financial year, but risk sales finished down according to data from Plan for Life.
ASIC updates investor alert list
ASIC has released the new “investor alert list” so that consumers can check if an entity they are considering investing in is unlicensed, fraudulent, or a scam.
Australians anxious about money for retirement: MLC research
While most Australians are taking steps to strengthen their financial situation, many need additional support to achieve their financial goals and get ready for retirement, according to research from MLC.
Invesco appoints multi-asset strategy leader
Fund manager Invesco Australia has appointed Scott Bennett as its director of factor investing and multi-asset strategies, based in Melbourne.
Getting to grips with the Housing Australia Future Fund
The Housing Australia Future Fund is set to create a new asset class in Australia for institutional investors, bringing with it investment opportunities and the chance to help alleviate the housing crisis. But missing fine print and the APRA performance test are leading CIOs to tread carefully.
How HESTA turned UN SDGs into real returns for members
HESTA’s CIO Sonya Sawtell-Rickson says sticking to the Sustainable Development Goals (SDGs) guidelines has actually helped the fund stay ahead of the risk-return curve, rejecting the perspective that institutional investors have to sacrifice returns for sustainable finance objectives.
ART appoints head of investment resilience and planning
Australian Retirement Trust has appointed Jody Fitzgerald as head of investment resilience and planning, in a newly created role.
Change to ‘qualified tax relevant provider’ definition
Advisers who are a relevant provider and a registered tax agent now satisfy the definition of a ‘qualified tax relevant provider’ without having to meet the requirements of Division 3 of Part 3 of the Relevant Providers Determination, according to an update from ASIC.
What the transformation of the labour market means to investors
Ageing populations in the west causing shrinking of the workforce, mismatches in jobs and qualifications, and the rise of new technology is all contributing to the transformation of the labour markets, according to PGIM’s latest megatrends report. Participant: • Jakob Wilhelmus, director at PGIM’s Thematic Research group Moderator: • Julia Newbould, managing editor at Conexus … Read more
What the transformation of the labour market means to investors
Ageing populations in the west causing shrinking of the workforce, mismatches in jobs and qualifications, and the rise of new technology is all contributing to the transformation of the labour markets, according to PGIM’s latest megatrends report. Participant: • Jakob Wilhelmus, director at PGIM’s Thematic Research group Moderator: • Julia Newbould, managing editor at Conexus … Read more
