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| | | The Hamilton Lane 2026 Global Private Wealth Survey identified private wealth investors plan to increase private market allocations this year. The study found that 86% of the 390 global private market advisers surveyed plan to increase private market ... |
| | | | Mercer Super has hired Tim Anderson as chief product and customer engagement officer, reporting to chief executive Claire Ross. Anderson joins TelstraSuper, where he led the customer experience unit covering personal, corporate and retirement services. ... |
| | | | The ASX-listed Australian Wealth Advisors Group (AWAG) is partnering with CHN Partners, a Chartered Accountant practice with more than three decades of experience, to create CHN Wealth. The company has initial funds under management and administration ... |
| | | | CareSuper 'Category A' members will be hit with higher insurance costs come April 1. The $60 billion super fund said after three years of holding fees steady, a rise in claims have made increases necessary. "At CareSuper, everything we do is ... |
| | | | MLC Expand has appointed Irene Worrell as general manager of product management to drive strategy, governance and innovation across its platform. The $100 billion super and retirement platform said Worrell will be responsible for shaping and executing ... |
| | | | Following a thorough review, the super fund will remove its lifestage investment strategy (LIS) options from February 13, saying the move will improve the financial future of its members. The Sand LIS, Coral LIS, Ocean LIS, and Sky LIS will be removed ... |
| | | | A former United Global Capital (UGC) financial adviser has had his banning order shrunk by half after a successful appeal to the Administrative Review Tribunal. Milutin Petrovic was banned from providing financial services or performing any function ... |
| | | | The Australian Financial Complaints Authority (AFCA) has determined inappropriate advice provided by Financial Services Group Australia (FSGA) led to one client's $200,000 financial loss. In December, AFCA said it received more than 1800 complainants ... |
| | | | A new type of vertical integration will emerge in the financial advice sector in 2026, while an oligopoly of two providers will dominate the platforms market, Finura predicts. Finura's Australian Wealth Tech Predictions report for the year ahead ... |
| | | | Colonial First State (CFS) and Stockspot have both delivered double-digit returns to members in their highest-performing options. For CFS, the FirstChoice Employer Super growth fund (MySuper Lifestage 1975-79) delivered an 11.6% return, while the FirstChoice ... |
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