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| | To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report. "Overcoming these challenges is vital if wealth managers are to create value for clients, stakeholders ... |
| | | Fund managers that rely on "golden visas" to attract rich investors are waiting with bated breath as the government overhauls Australia's "broken" migration system. Recently, Home Affairs minister Clare O'Neill froze the ability of fund managers' ... |
| | | The Actuaries Institute has proposed revising the annual superannuation performance test, so it better aligns trustees' investments with the best financial interests of members. In its Treasury submission, the Institute said the test should include ... |
| | | JANA Investment Advisers has announced the appointment of Habib Chebli as director, client development. Chebli will be based in Melbourne and will be responsible for relationships with wholesale and institutional clients. He will be focused on enhancing ... |
| | | Almost 90% of surveyed auditors do not support the government's requirements to implement mandatory climate reporting and assurance on private companies, not-for-profits and companies limited by guarantee, according to a new survey. The survey was conducted ... |
| | | The finalists for Financial Standard 's annual MAX Awards have been decided, including for the inaugural Rising Star of the Year award. The MAX (Marketing, Advertisting and Sales Excellence) Awards recognise individuals and teams excelling in the fields ... |
| | | Following on from the news that it would now be home to Spaceship Super, OneSuper will further bolster its funds under management through the transfer of another sub-plan, home to several super products. Last week, Financial Standard reported on Diversa's ... |
| | | After more than a decade in business, UniSuper has dropped TAL as its group insurer. The $135 billion superannuation fund has called time on its relationship with TAL, which began in November 2013. Effective June 1, MetLife will serve as group insurer ... |
| | | The annual list of the world's most innovative wealthtech companies was recently released, with several Australian firms making the cut. Iress, GBST, Practifi, Lumiant, and Ignition Advice were all on the list, which was selected by a panel of industry ... |
| | | HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March. Some $79.7 billion in FUA, up 34% year on year, came directly from the platform. Its Portfolio Administration and Reporting Services' ... |
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