Optimum Pensions releases retirement income strategies book for financial planners
Optimum Pensions has released a new book aimed at helping financial planners design secure income strategies for their retiring clients.
Optimum Pensions has released a new book aimed at helping financial planners design secure income strategies for their retiring clients.
Attracting and retaining the right people is critical to the success of an asset management business, whether it’s a publicly listed company like Perpetual or a large profit-to-member super fund like UniSuper. The Fiduciary Investors Symposium has heard that the key to being an attractive employer is to let people focus on what they love, make the work challenging, and to be clear on what’s expected.
Australian Philanthropic Services has appointed Australian Ethical CEO John McMurdo to its board of directors.
LEGO’s decision to abandon its recycled plastics prototype project has taken some paint off its reputation as a sustainability leader. The case provides a topical case study for investors, who are often left trying to defend a company’s worthiness of inclusion in an ESG fund or option, even when the facts change.
Frontier Advisors has restructured its research team, promoting a slew of internal talents.
Minister for the Environment and Water, Tanya Plibersek, has given a vote of confidence to Australia becoming a “renewable energy superpower” that can switch out the export of coal and gas to greener forms of energy as its economic foundation in the foreseeable future. With the backing of institutional capital and legislation such as the new Capacity Investment Scheme, the nation can compete on an international level, she told the Conexus Financial Political Series.
Opportunities to invest in China remain plentiful, but investors must proceed with greater caution than in the recent past in light of renewed geopolitical tensions and a confluence of factors combining to put a brake on the economy.
ASIC has accepted a court enforceable undertaking from iExtend after investigating concerns it was operating a financial services business without an Australian Financial Services Licence.
The Federal Court has ordered Mercer Financial Advice pay a $12 million penalty after being found to have failed in its fee disclosure obligations and charging fees to customers it was not entitled to charge.
MLC Life Insurance has made three appointments in its northern region retail distribution team.
The Association of Superannuation Funds of Australia has appointed former HESTA executive Mary Delahunty as CEO.