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| | | Libertas Financial Planning is in the process of liquidation, a decision made by parent company Sequoia Financial Group four years after it was acquired. Libertas' operations and customers will transfer to Interprac Financial Planning and Sequoia ... |
| | | | The Commonwealth of Australia will disclose climate risk in sovereign bonds for the first time following the settlement of a world-first class action lawsuit. The case, filed in 2020 by retail investor Kathleen O'Donnell, was represented pro bono ... |
| | | | Of the 97 products to fail this year's superannuation performance test, 96 are trustee-directed products - 75% of which are issued by the same four trustees. Released this morning, the 2023 performance test marks the first time trustee-directed ... |
| | | | The nation's sovereign wealth fund returned 6% in FY23, with chief executive Raphael Arndt saying markets are under-pricing economic and geopolitical risks. The total funds now invested by the Future Fund stand at $256.2 billion, inclusive of the $60 ... |
| | | | Count has seen growth in its wealth business, with aggregated revenues rising 24%, gross business earnings up 19%, and a significant jump in adviser numbers. In "a year of transformation", Count reported a very slight decline in net profit after tax ... |
| | | | Decarbonisation, globalisation, and the diffusion of technology are worldwide trends that significantly influence the process of portfolio construction. In a panel discussion at the Australian Institute of Superannuation Trustees ASI Conference, Goldman ... |
| | | | The partnership, slated for completion by 2024, will also bring Link's PathFinder retirement platform to ANZ Staff Super. Pertinently, more than a third of the fund's members are aged 50 and over. It brings to an end the fund's longstanding relationship ... |
| | | | A study of over 1800 working and retired Australians has revealed a stark difference in confidence levels when it comes to how men and women plan for retirement. According to Vanguard's How Australia Retires study, almost half of Australian women do ... |
| | | | 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 ... |
| | | | The growth of local family offices in the past five years is driving an increase in demand for investment and management staff, according to KPMG's Australian Family Office Benchmark Report 2023. The survey, produced by KPMG together with Agreus ... |
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