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Showing 31 - 40 of 978 results for "Forum"

Younger Aussies want personalised financial advice: CALI

MATTHEW WAI  |  TUESDAY, 22 JUL 2025
New research conducted by the peak body of life insurance indicated close to half of young Australians want financial advice on life insurance, but only one in 10 receive it. The Council of Australian Life Insurers (CALI) said more Australians between ...

Pension leaders urge US 401(k) plans to embrace private markets

ANDREW MCKEAN  |  THURSDAY, 26 JUN 2025
... discussions at the Pension Real Estate Association (PREA) Spring Conference, experts including John Mitchem of JM3 Projects/Jasper Forum said global pension systems are undergoing a profound transformation, as funded DC savings become the dominant model ...

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
... the super fund must hold $10 million in assets to be treated as a wholesale investor," they told the recent AFCA Member Forum. "Further, Section 761G (7) - which sets out an assets, income or investment threshold wholesale test - specifically does not ...

Royal London Asset Management plants flag in Australia

ANDREW MCKEAN  |  MONDAY, 16 JUN 2025
Royal London Asset Management has appointed a Sydney-based regional sales head to expand the firm's footprint in Australia. The UK active investment manager named Kevin Haran to assume the newly created role. Haran will be responsible for establishing ...

ASX offloads interest in Digital Asset

MATTHEW WAI  |  FRIDAY, 13 JUN 2025
... 2 could be up to $320 million - while Release 1 will cost about $105 million and $125 million. Speaking at the Investor Forum on Wednesday, ASX chief executive Helen Lofthouse provided an update on the five-year roadmap laid out in 2023, claiming the ...

ASIC puts 18 finfluencers on notice amid global campaign

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
Eighteen finfluencers have received warnings from ASIC for promoting high-risk products and providing unlicensed financial advice. The warnings were part of a Global Week of Action Against Unlawful Finfluencers, which saw ASIC participate in a coordinated ...

Allan Gray exposes 'hateful eight' bubble threat

ANDREW MCKEAN  |  FRIDAY, 30 MAY 2025
... just 28% of total market capitalisation. Mawhinney, speaking at the Allan Gray Australia and Orbis Investments investment forum, noted that the Hateful Eight generated a 35.6% return over the past year, while the remaining 292 stocks in the ASX 300 scraped ...

UGC's AFCA membership to cease

KARREN VERGARA  |  MONDAY, 7 APR 2025
... Private Wealth, Ceh Investments and Hosking Financial Services have been expelled as members. AFCA told its recent Member Forum that calculating a client's financial loss "can be complex" and that it doesn't rely on the capital loss approach. ...

Otivo launches AI-powered advice tool

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
Otivo has launched a new AI-powered advice tool that will give Australians "licensed financial advice" named Ask Otivo. The digital advice platform said the two-way, real-time advice tool is Australia's first AI-powered platform that will provide personalised ...

Gender parity in financial services an economic imperative

KARREN VERGARA  |  MONDAY, 10 MAR 2025
... Australia is in a unique situation as it leads when it comes to educating females based on metrics by the World Economic Forum. But their representation falls behind in the workforce. According to the Global Gender Gap Index, Australia lags it comes ...