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Mega super fund opens first international office
Australian Retirement Trust (ART) has opened its first international office in London to build out a "leading global investment capability."
Impact Alpha Partners adds to board
The budding consulting firm has added the former chief executive of Blue Orbit Asset Management and U Ethical Investors' former head of ethics and impact.
How to win in today's wealth management industry: EY
To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report.
FSC expands financial advice membership
The Financial Services Council (FSC) is expanding its remit into the financial advice sector by adding six licensees to its network of members.
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Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
The role of AI in financial planning: Insights from the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.
The end of free money
With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...
Featured Profile
Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
BRIGHTER SUPER
Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.
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The Senate Economics Committee has already arrived at its own conclusions what is more it has decided on the course it wants the advice industry to take.
In fact I think the dye was set some years ago. All that has happened over recent years has been the gathering of ammunition in its war chest. Grilling bank executives and the subsequent review of submissions by industry players will amount to nothing more than window dressing.
This is not just about the banks or even vertical integration. It's about engineering change in trust and culture for the industry at large just as Trowbridge has done.
Prepare for change.