Australian financial services licensee Fortnum Private Wealth has launched a business optimisation service to help advisers materially improve their businesses’ quality, profitability, and capital value.
Alternative investment firm Stonepeak and Australian industry super fund Spirit Super have acquired GeelongPort, Victoria’s second-largest port and a significant driver of the state’s economy.
Commonwealth Superannuation Corporation is shifting its culture to focus on customers and retirement as it hits its 100th year milestone.
A stronger focus on retirement income, and measures to reduce retirement inequities among various cohorts, could bring Australia’s superannuation system alongside the world’s best pension systems.
It’s too late to start trying to manage members’ expectations when investment markets are already volatile and account balances have fallen. Member engagement is best undertaken even when markets are more benign.
Perpetual head of equities Paul Skamvougeras has resigned and will be replaced by Vince Pezzullo.
Life insurer Zurich Financial Services has partnered with NRL team Wests Tigers, including sponsorship of the Zurich Centre, a new state-of-the-art training and administrative facility.
Savvy, an online financial broker, has released the Financial Wellbeing Report: The Changing State of Australians’ Finances, which reveals the latest findings on how the nation’s population has fared financially over the past three years.
Responsible Investment (RI) tilted Australian equity funds tracked the index during the September quarter, according to the most recent update from the Evergreen Responsible Investment Grading (ERIG) Index.
Former Financial Services Council chief executive Sally Loane has been appointed as chair of tourism body Destination NSW.
The profession has seen a net departure of three advisers this week with the total number on the ASIC Financial Adviser Register sitting at 15,899.
Perpetual’s proposed acquisition of Pendal has seen both parties agree to advised terms in the arrangement.
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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.
