CFS adds 17 funds to FirstChoice
CFS has added 17 new funds onto the platform which now offers the most strategies across its 20-year history.
Rest appoints former Deputy Premier as chair
Former Victorian Deputy Premier James Merlino has been appointed to the board of retail industry super fund Rest as independent chair and director.
Hostplus and Maritime Super sign SFT deed, formalising merger
Hospitality industry fund Hostplus and maritime industry fund Maritime Super have today signed a successor fund transfer (SFT) deed to formalise the progression of a merger between the two funds. The SFT deed will allow Maritime Super to transfer their members to Hostplus and bring Maritime Super’s investments, which are already managed by Hostplus, into … Read more
Mid-market PE focus pays off for First Super: Watson
Focusing on the private equity transactions in the mid-market segment in Australia and New Zealand has paid off for a small investor such as First Super.
‘Bold’ reforms needed to ‘very broken’ area of retirement advice: Jeremy Cooper
Industry veteran Jeremy Cooper praised the direction of Michelle Levy’s Quality of Advice Review, calling for “bold” reforms that remove barriers for ordinary Australians to access retirement advice.
APRA releases results of Climate Vulnerability Assessment
APRA has published the aggregated findings of its first Climate Vulnerability Assessment (CVA) of Australia’s five largest banks.
AMP CFO to depart
AMP chief financial officer James Georgeson will depart the company with Peter Fredricson to commence in the role from 9 January 2023.
Perpetual’s new executive committee named
Perpetual CEO Rob Adams will lead the combined group once the acquisition of Pendal is complete.
JANA appoints new general manager for strategy and innovation
Investment consulting organisation JANA has appointed Lauren O’Neill as the new general manager for strategy and innovation, replacing Georgina Dudley, who is taking on the role of CEO at the start of December.
Franklin Templeton marks 75th anniversary
Global investment management firm Franklin Templeton marked its 75th anniversary this month.
Nanuk New World Fund added to CFS FirstChoice platform
Global equities fund Nanuk New World Fund (NNUK) has been added to the Colonial First State FirstChoice platform.
EP18: Some bold reforms are needed to bring retirement advice to masses
Jeremy Cooper, former chairman, Retirement Income at Challenger, and Kate McCallum, director and wealth adviser, Multiforte Financial Services, bring to life the realities of retirement advice – where it is now, how it can be better and what to retiring Australians really need to know. Both Cooper and McCallum praise Michelle Levy’s Quality of Advice Review for its call for bold reforms in the sector that they believe will remove barriers for more Australians to access good advice.
