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| | | Despite the uncertainty facing the financial advice sector, Financial Planning Association of Australia chief executive Sarah Abood says she's never felt more optimistic about the future. Welcoming more than 1200 delegates to the 2022 FPA Professionals ... |
| | | | UBS Asset Management (UBS) and CBRE Investment Management (CBRE) have teamed up to launch a concentrated global property model through Praemium. A first of its kind in Australia, the portfolio provides investors with an actively managed portfolio of ... |
| | | | Invesco's seventh annual Global Factor Investing Study has revealed that respondents expect factor-based strategies to outperform in an inflationary environment with slow economic growth. The study, based on interviews with 151 institutional and retail ... |
| | | | APRA has released a discussion paper that outlines proposals to ensure trustees prepare for, manage, and execute successor fund transfers more smoothly, and efficiently. APRA's proposals have been prompted by heightened transfer activity in the industry ... |
| | | | Three years after it first announced plans for a superannuation offering, Vanguard is now home to one of the cheapest MySuper products - a lifecycle solution that auto-adjusts 36 times. It was back in November 2019 that Vanguard's Robin Bowerman ... |
| | | | Roy Morgan's Superannuation Satisfaction report shows an overall decline in super fund satisfaction, but several funds have bucked the trend. The report said that overall, funds scored a satisfaction rating of 67.9% in September 2022, a decrease ... |
| | | | CareSuper and Spirit Super have entered a preliminary non-binding Memorandum of Understanding (MoU) to explore a possible merger. Under the proposed deal, CareSuper and Spirit Super would combine to create a fund with over 500,000 members, and over ... |
| | | | The Australian Financial Complaints Authority has received more than 1600 complaints from former clients of Dixon Advisory and Superannuation Services, warning complainants to expect delays in dealing with their case. On August 3, ASIC publicly urged ... |
| | | | The sustainability software provider has appointed Christophe Brulliard as its chief sustainability officer, following the launch of its latest data driven investment tool. Brulliard brings over 20 years of experience in climate change, natural resources ... |
| | | | Strategy discussions around defined contribution workplace saving tend to focus on plan design and engagement but questions of asset allocation are also critical, according to a discussion summary of the most recent Jasper Forum. The Forum was led by ... |
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