Bennelong boutiques win at the 2021 Zenith Fund Awards

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Two of Bennelong’s boutique partners, Bennelong Australian Equity Partners (BAEP) and Quay Global Investors, have won awards at last week’s 2021 Zenith Fund Awards. BAEP won in the Australian Equities... Read more continue reading

QSuper receives global award for pension innovation

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QSuper’s new, industry-first retirement product Lifetime Pension has received global recognition at the 2021 Pension & Investments’ (P&I) World Pension Summit Innovation Awards. QSuper was the only Australian superannuation fund... Read more continue reading

Lumiant wins Good Design Award as it reimagines advice experience

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Lumiant, a cloud-based behavioural finance and client experience platform, has won a prestigious Gold Good Design Award Winner Accolade in the Good Design Awards for Design Excellence. The winners of... Read more continue reading

Practical advice tips – the SMSF consumer protection challenge

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Introduction The growth of Australia’s Self-Managed Super Fund (SMSF) sector continues unabated, with ATO June 2021 statistics[1] revealing the sector now holds a record $822 billion in assets, an increase of... Read more continue reading

Lonsec and Superratings Fund of the Year award nominations announced

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Lonsec and SuperRatings are pleased to announce the nominations for this year’s Lonsec and SuperRatings Fund of the Year Awards. With 18 categories, the awards emphasise Lonsec and SuperRatings’ commitment... Read more continue reading

Cybersecurity a corporate governance concern as cyber risks increase

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Awareness of cybersecurity and online risks for businesses have increased markedly since the outbreak of the COVID-19 pandemic, but there is still a need to improve understanding and skills, says... Read more continue reading

Allianz Donna Walker Awards winners announced

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is delighted to announce the winners for the Allianz Donna Walker Awards. The Allianz Donna Walker Awards shine a... Read more continue reading

Cracking the HNW Code – The changing face of High-Net-Worth Clients and why they are reshaping financial advice

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As we continue our deeper dive into customer and market segmentation strategies for financial advisers, this article examines the High Net Worth (HNW) segment, a segment which many advisers aspire... Read more continue reading

Synchron adviser wins AFA Great Advice Award

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Synchron adviser, Terry Johnson from Keyman Financial Services in NSW, has won an inaugural AFA Great Advice Award (the Award). Don Trapnell, Director of Synchron said, “We congratulate Terry on... Read more continue reading

APRA IDII changes – Why ‘new era income protection’ needs ‘new era advice’

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Introduction The multibillion-dollar losses experienced by individual Disability Income Insurance (IDII) contracts over the last few years, and the resultant ‘sticker shock’ level of premium increases needed to shore up... Read more continue reading