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| | | Despite many initiatives, financial literacy, capability, and wellbeing levels have dropped in Australia, according to research commissioned by Ecstra Foundation and conducted by SVA Consulting. The International approaches to progressing financial ... |
| | | | As previously flagged, the New South Wales government is moving forward with plans to consolidate several separate investment funds managed by TCorp. In September last year, the state government announced it was reviewing the way NSW's investment funds ... |
| | | | Genium Investment Partners won a mandate to provide investment consultancy services to a family-owned wealth advisory firm. Located in Manly, New South Wales, Peer Wealth offers financial and insurance advice, accounting, and mortgage broking services. ... |
| | | | The rapid expansion of artificial intelligence (AI) applications in the financial advice industry has led to a prediction that ASIC could soon incorporate AI into its compliance and audit checks of advisers. Financial technology firm Padua envisions ... |
| | | | An increasing number of Australians expect to be paying off a mortgage or forced to rent in retirement, according to the latest Vanguard How Australia Retires survey. Vanguard Australia managing director Daniel Shrimski said after working hard and saving ... |
| | | | The prudential regulator is reminding trustees that managed accounts and separately managed accounts (SMAs) are high on its radar when administering the performance test. APRA told trustees that SMAs and other managed accounts can fall into the TDPs ... |
| | | | AustralianSuper copped the highest number of complaints in the last six months of 2023 totalling 936, which was nearly three times more than other major super funds like Cbus, Australian Retirement Trust (ART), and Aware Super. New data from the Australian ... |
| | | | Macquarie Asset Management has taken out the top prize at this year's Investment Leadership Awards. This is the fifth time that Macquarie AM has taken home the Investment Manager of the Year Award since 2018, which was awarded at Financial Standard's ... |
| | | | AMP North has launched a new tool for financial advisers to support client review reports. The tool, called North Interactive, allows advisers to visualise clients' account and performance information. It provides clear visuals and the capability to ... |
| | | | NZ Super has awarded a mandate to Northern Trust to use its Data Warehouse Solutions offering. NZ Super was seeking a solution that could consolidate its data and enable it to scale as it transitions away from legacy technology. Northern Trust has been ... |
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