Generation Life to support Australians with life stage financial solutions

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Austock Life has formally rebranded to Generation Life. Executive Chairman of the Generation Group, Rob Coombe, said the new name reflects the company’s vision to talk directly with Australians and... Read more continue reading

Calastone to bring mutual funds market onto blockchain in 2019  

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Global funds transaction network Calastone today announced that the technology underpinning its transaction network will be migrated onto a full blockchain-enabled infrastructure. Calastone’s network connects more than 1,300 financial service... Read more continue reading

Honan Insurance Group and MBS Insurance partner in JV to improve life insurance solutions for clients   

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Australian owned insurance and financial services broker Honan Insurance Group CEO Damien Honan and leading risk specialist practice MBS Insurance partner Drew Burden have announced they have joined forces to... Read more continue reading

Grant Samuel appointed responsible entity of Munro Global Growth Fund

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Grant Samuel Funds Management (GSFM) has been appointed responsible entity (RE) of the Munro Global Growth Fund following approval in a vote by unitholders. Munro Asset Management Limited, the AFSL... Read more continue reading

Strengthening client relationships through philanthropy

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Raising the idea of philanthropy with clients can result in stronger client relationships for financial advisers, and can provide better outcomes for charities as well, says Emma Sakellaris, executive general... Read more continue reading

Legg Mason’s 2017 Corporate Social Responsibility Report shows enhanced focus on ESG investments, commitment to stronger PRI engagement

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Legg Mason, one of the world’s largest funds management groups, has published its annual Corporate Social Responsibility Report, for fiscal year 2017 [1] . This report reflects the combined effort and contribution of professionals within... Read more continue reading

The Big Issues of 2018

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The Big Issues of 2018 For the past 16 years we have produced “The Big Issues” report – a report that has sought to highlight the issues that are expected to influence... Read more continue reading

Weekly market update – week ending 1 December, 2017

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Investment markets and key developments over the past week While US shares rose over the last week to new record highs helped by progress on tax reform and Jerome Powell... Read more continue reading

FPA Congress inspires financial planners to embrace change

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The Financial Planning Association of Australia (FPA) attracted over 1,100 delegates from around the country to its sold out 2017 FPA Professionals Congress in Hobart last week where financial planners... Read more continue reading

ASIC overview of licensing and professional registration – July 2016 to June 2017

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ASIC has reported on its approach to and assessment of licence applications and professional registrations for the period July 2016 to June 2017. Report 553 Overview of licensing and professional registration applications:... Read more continue reading