Engaging the super fund member from below the water-line
The real battle ground for member retention and growth is not in the heady space of advertising, but in the boring, mundane areas of standard letters, emails and phone systems.
Kaplan launches ‘MBA-style’ corporate workshops
Education provider Kaplan Professional is launching a national series of corporate workshops designed for leaders in financial services who recognise the need to adapt to the changing post-pandemic workplace dynamics. The series of MBA-style face-to-face workshops will begin next month in Sydney. The workshops are targeted for business solution managers; lead project managers; product development … Read more
Aware Super reconfigures high growth options
Industry super fund Aware Super has introduced an actively-managed high growth socially conscious option and high growth indexed option to complement its core high growth actively managed option. In an update from the fund on Friday, it said more than 5,000 members have already moved about $340 million of their super into the two new … Read more
Morrison Securities pays $333k infringement notice
Morrison Securities has paid a penalty of $333,000 to comply with an infringement notice issued by the Markets Disciplinary Panel. In an update from ASIC, the regulator said the MDP had reasonable grounds to consider that Morrison contravened Rule 5.9.1 of the ASIC Market Integrity Rules (Securities Markets) 2017 on six occasions on 27 October … Read more
GQG Partners nabs Magellan BDM
GQG Partners has appointed Victoria Flygare as director for business development across South Australia and Western Australia, after a 10-year stint at Magellan.
Pengana appoints two executives to lead private credit offering
Pengana Capital Group has appointed Nehemiah Richardson and Charles Finkelstein as managing director and chief investment officer of Pengana Credit, respectively.
Cbus appoints CIO
Industry fund Cbus Super has promoted deputy chief investment officer Brett Chatfield to the CIO role.
Significant challenges in assessing retirement income strategies
In Part I of a two-part series, The Conexus Institute’s David Bell and Geoff Warren reveal that research into how retirement income strategies can be assessed has provided a glimpse into the Pandora’s box of challenges faced by industry, regulators and policymakers in delivering retirement income to members.
How do you assess if a retirement solution is any good?
In Part II of a two-part series, The Conexus Institute’s David Bell and Geoff Warren explain there is no single process for quantitatively assessing retirement income strategies, but there are many good practices, as outlined in new research.
Women’s ambition stymied by promotional bias in financial services sector
Despite headway made by some super funds, new research has found that the ability for women to navigate their chosen career path and realise their potential is actually diminishing.
Photo gallery Fiduciary Investors Symposium June 2023
These photos were taken at the Fiduciary Investors Symposium in June 2023 in the Blue Mountains. Registrations are open now for the Fiduciary Investors Symposium in Healesville, VIC on November 13-15, 2023: click here.
‘Winners will change’ in a period of high inflation, experts say
As markets potentially undergo a structural change to a period of persistent inflation, future growth opportunities will look very different from those of the past.
