Federated Hermes appoints lead for emerging markets stewardship team
The stewardship service provider for Federated Hermes, EOS, has appointed Ross Teverson to lead its engagement team for Asia and global emerging markets.
Lumiant partners with DMW to improve client experience
Advice and client engagement platform Lumiant has partnered with DMW Strategic Consulting to support advisers to improve its client experience.
CountPlus subsidiary acquires accounting firm
CountPlus subsidiary Moggs Accounting + Advisory has acquired Timothy Trevor Gubbins, an accounting firm based in Shepparton for $1.27 million.
Govt launches consult on NALI expense rules
The government has opened a consultation on amending the expense rules for non-arm’s length income (NALI) provisions which apply to both ARPA-regulated superannuation funds and SMSFs.
APRA imposes licence conditions on Diversa
The prudential regulator has imposed additional licence conditions on Diversa Trustees over concerns it is failing to meet regulatory and compliance obligations.
AreaWealth appoints former Goldman Sachs MD as chair
Wealth management platform AreaWealth has appointed former Goldman Sachs managing director Andrew Rennie as chairman of its board.
Super performance: Industry funds offering best returns long term
The average balanced super fund option lost almost 5 per cent, with only two being able to boast a positive return for the year, according to research from Super Ratings. Only one option returned above 1 per cent – from a retail firm – but over a longer period the data backs industry funds.
Equipping members for a better retirement experience
The industry has spent its 30-year existence focusing on accumulation but with a plethora of Australians entering the retirement phase, funds have to shift their mentality into building a comprehensive member experience, according to Equip.
Understanding the super fund landscape
Combining insights around size and growth rates provides a better understanding of the super fund landscape. For some the future is certain and bright. For others there is uncertainty and work ahead.
Semi-retirees worry about money the most
41 per cent of semi-retirees worry about money every week because they are not in the ‘groove’ of retirement, a study from Fidelity and MYMAVINS has found.
HUB24 launches ESG ratings function
Adviser platform HUB24 has launched an additional ESG ratings functionality on its platform, providing advisers with access to data-driven insights and reporting metrics for selected managed funds and over 350 Australian-listed securities.
HSBC partners with AIST
HSBC Australia has partnered with the Australian Institute of Superannuation Trustees (AIST) to help collaborate and inform members of key industry trends and insights that can assist with international mandates.
