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Financial Planning

Advice engagement jumps during COVID-19

BY KARREN VERGARA  |  FRIDAY, 9 JUL 2021   12:18PM
A new study finds that the coronavirus pandemic has raised awareness about the importance of financial advice and prompted more Australians to engage with their adviser.

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Read more: ClearView,  Gerard Kerr,  Simon Swanson
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Editor's Choice

New boutique at Pendal

JAMIE WILLIAMSON  |   12:25PM
The funds giant recently launched a new boutique focused on alternative duration, led by Vimal Gor.

3PD, Haven Green ink partnership

ELIZABETH MCARTHUR  |   12:10PM
Haven Green and 3PD have entered into a back-to-back alliance agreement.

Robeco launches new sustainable index fund

ELIZABETH MCARTHUR  |   12:06PM
Robeco Australia launched the Robeco Global Developed Sustainable Enhanced Index Equity Fund.

Athene, Apollo stake in Challenger approved

KARREN VERGARA  |   12:28PM
Minority shareholders of Challenger have been given the go-ahead to acquire their additional stake by the prudential regulator.

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Bhanu Singh is a rare breed in 2021, having been with the same company for his entire career. He tells Elizabeth McArthur how Dimensional won his loyalty, and how he plans to earn the loyalty of others.
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