Activam Group delivers strong FY24 returns

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Activam Group is proud to announce the strong performance of its actively managed Multi-Asset Series SMA Portfolios, achieving significant returns for clients over the past financial year. Our High Growth... Read more continue reading

ASIC Report 779 – adviser obligations re superannuation underperformance

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Introduction Superannuation is one of the key pillars of Australian retirement incomes policy, and for many Australians will represent their most significant asset outside their home.  As such, recent years... Read more continue reading

GSFM appoints Lewis Bond to distribution team

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GSFM has appointed Lewis Bond to the role of key account manager (NSW & ACT), effective 22 July. Lewis is based in Sydney and reports to national distribution manager Steven... Read more continue reading

ANZIIF address cybersecurity concerns amid Paris Olympics 

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) encourage insurers to proactively safeguard clients against potential cyber threats, in light of Paris Olympics cybersecurity concerns. Organisers of... Read more continue reading

Colonial First State signs five-year agreement with Microsoft to fuel its cloud and AI ambitions

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Colonial First State (CFS) and Microsoft have announced a five-year agreement that will underpin the wealth management company’s use of cloud and generative AI technologies to deliver better customer and... Read more continue reading

Retirement income leader Allianz Retire+ joins CALI as its newest full member

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The Council of Australian Life Insurers (CALI) is proud to welcome retirement income leader and life insurer Allianz Retire+ as the industry peak body’s newest full member. This new addition... Read more continue reading

Freshwater Wealth responds to influx of wealth transfer referrals

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New advice business Freshwater Wealth has expanded its team to help service the influx of inter-generational wealth transfer clients which are being referred by existing clients and who now account... Read more continue reading

Safeguarding Australia’s retirement system will secure the nation’s super-powered future

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New research reveals using super for house deposits could over time increase rents for tenants. A Coalition policy to use super for house deposits is projected to cause a 9... Read more continue reading

Gallagher Bassett strengthens commitment to employee success with the appointment of Tanith Jones

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Gallagher Bassett, Australia’s leading claims and risk management provider, is pleased to announce the appointment of Tanith Jones as General Manager – People and Culture. “I am excited to accept... Read more continue reading

Adviser fee hikes drive client attrition, boost profit margins

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Investment Trends, a leading financial services research firm, has released its 2024 Adviser Business Model Report, offering crucial insights into the evolving landscape of financial advisory practices in Australia. The... Read more continue reading