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Older Aussies are retirement illiterate: Survey

KARREN VERGARA  |  TUESDAY, 19 SEP 2023
... to go into aged care. That can lead to sub-optimal results when compared to a more holistic planning approach," the paper read. AMP chief executive Alexis George said lifting levels of financial literacy when it comes to retirement is a critical challenge ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
Natixis Investment Managers has beefed up its distribution team as the asset manager prepares for rugged market conditions amidst dislocation driven by internalisation and increased specialisation. The doubling of the sales headcount marks one of Natixis' ...

TAL launches new look Accelerated Protection range

JAMIE WILLIAMSON  |  MONDAY, 11 SEP 2023
TAL has given its Accelerated Protection series a makeover, redesigning its products and increasing upfront affordability. Following a review by TAL, the Accelerated Protection series have had a range of updates that were effective September 8. The ...

Climate change to create 'portfolio manager 2.0':Robeco

CASSANDRA BALDINI  |  WEDNESDAY, 30 AUG 2023
... markets, there are exciting opportunities," he said. However, such options are not available in the public markets. "I've read research that from all the listed companies in the world, so 45,000 - about four have environmental benefits. That's ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
Guideway Financial Services has a new tool built on generative artificial intelligence (AI) that accurately converts client conversations into file notes, saving financial advisers up to two hours in administration time. FinTalk, which was built in-house ...

Qualitas scores another $700m from ADIA

CHLOE WALKER  |  TUESDAY, 22 AUG 2023
The listed real estate manager has secured a second commitment from a wholly owned subsidiary of the Abu Dhabi Investment Authority (ADIA). The sovereign wealth fund will now invest a total of $1.4 billion in the Qualitas Diversified Credit Investments ...

Retail investors ready to dive back in: Survey

CHLOE WALKER  |  WEDNESDAY, 16 AUG 2023
Australian retail investors are looking for new investment opportunities, with half of respondents looking to increase the scale of their investments in the next year, according to Chartered Accountants Australia and New Zealand (CA ANZ) latest annual ...

MFS appoints new country head

CASSANDRA BALDINI  |  TUESDAY, 15 AUG 2023
MFS Investment Management has appointed Josh Barton as managing director and head of Australia and New Zealand, replacing Marian Poirier. Barton is currently responsible for leading the firm's sales efforts involving institutional investors in Australia ...

Liquidate $250bn Future Fund, says think tank

CASSANDRA BALDINI  |  THURSDAY, 10 AUG 2023
Given Australia's economic status, the government has been urged to liquidate the $250 billion Future Fund and pay down its $896 billion debt. According to a paper published by the Centre For Independent Studies, penned by Dimitri Burshtein, the ...