Australia’s retirement framework ranks amongst the best in the world but, with financial advice becoming scarce, recent findings show that retirement will become a dual class system if super funds don’t deliver better solutions to maximise the benefits available.
Loyalty Financial Group has entered a pilot partnership with Risk Hub, inviting advisers within the Loyalty network to share their experiences and challenges in integrating risk advice.
Persistent tensions between legal/compliance and marketing teams are hampering progress in the financial services sector, according to a survey from compliance software producer Red Marker.
The merged Australian Institute of Superannuation Trustees and Industry Super Australia will be named the Super Members Council of Australia.
Investment service Scientific Beta is advocating the seven per cent decarbonisation commitment and divestment pressure on large emitters to meet the emission goals for 2050.
The CFA Institute has launched a private markets and alternative investments certificate.
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.
Life insurance company ClearView Wealth has appointed Sharon Leong as chief of staff.
Just as the International Monetary Fund warns China is engineering an “unsustainable” increase in borrowing, former NSW Premier Bob Carr tells an industry conference it’s OK now to invest in the country.
Almost three-quarters of candidates sitting the August adviser have passed, according to results from ASIC.
Known best for its industry-fund clientele, Frontier Advisors has commenced offering its research services to self-licensed South Australian advice firm Perks Private Wealth. The investment researcher has spent the past decade diversifying its client base, with retail and wholesale wealth anticipated to become a bigger part of its business.
A daunting commercial property market and forecasts of negative returns for a second year in a row haven’t deterred funds from exploring opportunities in less-traditional areas that favour their long term investment horizons. Most profit-for-member funds plan to either maintain or lift the size of their property portfolio even as valuations in the office and retail segments shrink.
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Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
