financial planners


AvSuper launches full in-house financial planning service

AvSuper has extended its financial personal advice service to provide a full in-house financial planning service to members. The $2 billion fund appointed three fully qualified and licensed financial planners last month to serve its 6,500 members in air services (including pilots, air traffic controllers and those working in the airside fire service). They are […]

Super funds to offer home loans and credit cards

Super funds will be offering home loans and credit cards to members by the end of 2015 and are already “well down the road” in developing these platforms, a market data research specialist said. Andrew Inwood, founder and principal of Coredata, said that he was having conversations with super funds about these products and how […]

Advice advances as super offering

UniSuper is to grow its number of financial planners, as research shows members are more likely to stay with the fund if they receive intra-fund advice. Speaking at the AIST Superannuation Administration Symposium in Melbourne on August 15, Chris Davies, UniSuper’s executive manager for member and employer solutions, said the fund’s unique understanding of its […]

This is the final edition of I&T News

All publishers regularly review the relevance of their titles, and all are trying to make sense of the combined effects of the global financial crisis, an advertising recession and the digital revolution. We are not the first and we will not be the last to rationalise our product line-up as a result. But at Conexus […]
Investment Strategy

Research favours moderate risk, diversified portfolio

When the prospective real return from a traditional 60/40 equities-and-bonds portfolio is less than half the level it has been for the past several decades, investors had better start to think about new ways to generate better performance. Cliff Asness, founding and managing partner of the US-based fund manager AQR Research, said the return from […]
Hedge Funds

Post-retirement asset allocation the big challenge: Russell

Russell Investments has called for a new approach to post retirement investment, advocating a “mass customization” model which can be provided through super funds to create tailored strategies for the large number of people who cannot afford financial planning. Russell this week released the second paper in its Retirement Solutions research series which outlines the […]
Investment Strategy

HIP partners with Bridges Financial Services

The push by industry funds into the advice space continues to gain pace with the $630-million Health Industry Plan (HIP) announcing a strategic partnership with Bridges Financial Services. HIP’s more than 23,000 members will now have access to financial planners who charge on a fee-for-service basis. Members will receive flexible and scalable, single or multi-issue […]
Investment Strategy

BT Investment Management: 1990s comeback kid

In  the 1990s the Backstreet Boys and Take That topped the charts and BT Investment Mangement Ltd. dominated the Australian funds management scene. Like the boy bands, Emilio Gonzalez says the fund manager is planning a comeback of its own. “We used to dominate in the 1990s,” says Gonzalez, chief executive of BT Investment Management. […]