Rest shuffles equities team
Challenger welcomes new CFO
APRA appoints new chair and deputy
Aviva welcomes head of APAC
Vanguard farewells CFO, welcomes new executive
CareSuper appoints ESG head
Fidelity welcomes director of institutional business
Investment Trends welcomes CEO, chair of advisory board
UniSuper loses chair, welcomes head of advice
TelstraSuper promotes portfolio manager
Magellan appoints CIO
Advisers get passed over in favour of HNWs own financial management, but an opportunity exists within intergenerational wealth transfers.
Read MoreInvestment Trends’ latest Adviser Technology Needs Report look under the hood at advisers’ use of technology platforms in practice.
Read MoreA new report shows that more financial planners than ever are using managed accounts, particularly compared with pre-COVID times.
Read MoreSome new research has revealed that the pandemic has resulted in a 16 per cent hike in high net worth individuals’ interest in professional financial advice. But, uptake hasn’t increased.
Read MoreThe annual investment trends survey into adviser satisfaction with life insurance companies has been published, showing a sharp decline in adviser satisfaction.
Read MoreA recent survey has revealed advisers are not getting exactly what they need out of their technology as the pressures of the pandemic pile up.
Read MoreThe latest Investment Trends Robo-advice Report finds Americans uptake of robo advice exceeds Australians, and women are a little quicker on the uptake and have some preferences.
Read MoreAn Investment Trends survey of financial advisers has revealed that a chunk of advisers will be exiting the industry by the 2024 FASEA education standards deadline.
Read MoreMembers are having trouble getting in touch with their superannuation funds, a research report says, offering funds a chance to up their game in member engagement.
Read MoreManaged account use by financial advisers and their clients is on the rise, but educating clients presents a challenge for the industry due to terminology conflicts.
Read MoreThe number of Australians seeking financial advice is declining even though the need for advice, and adviser satisfaction, is rising.
Read MoreThe loyalty of insurance customers is changing the way life insurers build their relationships.
Read MoreAfter a rough few years since the GFC, adviser relationships with SMSF trustees are starting to improve, with more trustees looking for advice on factors other than how to improve returns.
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