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| | | Following the recent decision to overhaul its advice model, Insignia Financial will now consolidate its client engagement teams to create a Client Wellbeing division as it prepares for the post-Quality of Advice Review world. Within its FY23 results ... |
| | | | UBS's regional head of real estate John Mowat says there is a "fundamental market need" for more build-to-rent (BTR) developments in Australia. Speaking with Financial Standard, Mowat said there's no question Australia needs more BTR projects. "The ... |
| | | | Australian Retirement Trust (ART) has finalised its merger with Woolworths and Endeavour Group, adding over 25,000 new members. Following the successor fund transfer (SFT) with Woolworths and Endeavour, ART's funds under management increased by ... |
| | | | ... ranked based on the most important features the adviser inputs," he said. "Advisers then shortlist platforms before the next stage, which is the values assessment. This stage breaks down platforms on three sets of values: financial strength, operational ... |
| | | | ... This year, Financial Standard received more than 200 nominations for the FS Power50, with 116 progressing to the voting stage. "The FS Power 50 is about uncovering the stories of successful financial advisers who are inspiring positive change, whether ... |
| | | | ... regulatory oversight, as well as increased security risks, our solution is a game changer that will drive the industry into a new stage of growth," he said. DB Results is said to have worked with industry experts including Resolution Life Australasia ... |
| | | | ... impacts while driving competitive returns and economic wellbeing." Currently, he says, impact investing is at a nascent stage in institutional portfolios. During his career, Huang has held roles at Colonial First State Global Asset Management, AIA Australia ... |
| | | | TIP Group and Clime Investment Management have joined forces to provide a financial education program that utilises the expertise of financial advisers. The two ASX-listed firms launched My Financial Fitness, which provides subscribers with online content ... |
| | | | ... a mix of asset classes and adjusting that allocation as they age, investors can balance their risk and returns at every stage of their life to achieve their financial goals - from building their wealth all the way through to preserving their savings ... |
| | | | Hejaz Group has introduced the first ever Islamic pension product, alongside a new super offering, advancing its commitment to offer comprehensive wealth services tailored for the Muslim community in Australia. Hejaz Islamic Super and Pension provides ... |
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