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| | | A new survey shows that young Australians who are educated about superannuation are up to six times more likely to be engaged and take actions that improve their retirement savings. The survey of more than 1500 people compiled by the Super Members Council ... |
| | | | New research highlights the investment sentiment among everyday Australians continues to rise but hesitancy is gating them from investing. New findings from Colonial First State's (CFS) latest research, based on a national survey of 2250 Australians ... |
| | | | Many of the top stories that dominated the year in executive appointments surrounded the superannuation sectors' C-suite. From chief executive departures, chief investment officer switch ups and, in one case, an entire operational due diligence ... |
| | | | The Australian Financial Complaints Authority (AFCA) has released details of its lead decision approach for Shield Master Fund and First Guardian Master Fund complaints, aiming to deliver a "consistent and fair" outcome for all affected investors. The ... |
| | | | Melbourne-based financial adviser Louis Van Coppenhagen has been banned from providing financial services for seven years over a series of misconduct when he was an authorised representative of MWL Financial Services (MWL) and United Global Capital ... |
| | | | The Federal Court has ordered licensee RM Capital to pay a $575,000 penalty and its authorised representative SMSF Club to pay $350,000 over conflicted remuneration breaches. The penalties follow ASIC succeeding in its case against RM Capital in 2024 ... |
| | | | Drummond Capital Partners has expanded its private markets offering to retail investors, available on BT Panorama through IDPS and superannuation. The firm has also launched a new private income portfolio designed to support retirement income. The Drummond ... |
| | | | Victorian financial advice firms Coastline Advice and Edge Advisory Partners have announced plans to merge and create a multi-disciplinary advice business. The combined entity will operate under the Coastline Advice brand, and will collectively house ... |
| | | | There was no shortage of news impacting the financial advice community this year, with advisers bearing the brunt of negative sentiment in the wake of First Guardian and Shield collapses. But there were some bright spots throughout the year, including ... |
| | | | ... Finally, UniSuper has named Matt Werakso as head of professional wealth management. Werekso was promoted from state manger of advice - a role he has held for six years. As head of professional wealth management, he will play a key role in shaping how ... |
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