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Australians pin hopes on inheritance as retirement anxiety and advice gap remains according to Natixis IM’s 2026 Global Retirement Index

From Natixis Investment Managers

Key Points Australia climbs to 6th place improving its position as one of the world’s strongest retirement systems Despite this, one third of Australians expect to receive an inheritance that will substantially fund their retirement Australians estimate

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25 Sep 2026

Natixis Investment Managers establishes Sydney investment team to support Mirova’s local energy transition opportunities

From Natixis Investment Managers

Mirova, the sustainable investing affiliate of Natixis Investment Managers (Natixis IM), has announced the establishment of a dedicated private assets team, within Natixis IM Australia, to support the continued growth

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14 Sep 2026

The irresistible rise in long-term rates

From Natixis Investment Managers

The end of forward guidance, geopolitical pressures, resilient economic activity, and growing financing needs: an explosive mix The start of the conflict in the Middle East has been the catalyst

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07 Sep 2026

Strategists are backing AI and US equities to drive H2 returns, even as inflation remains a concern

From Natixis Investment Managers

Investors are heading into the second half of 2026 faced with potential risks, from the ongoing US-Iran conflict, volatile energy markets, and persistent inflation, yet despite this, nine out of

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27 Jul 2026

Strategists are backing AI and US equities to drive H2 returns, even as inflation remains a concern

From Natixis Investment Managers

Investors are heading into the second half of 2026 faced with potential risks, from the ongoing US-Iran conflict, volatile energy markets, and persistent inflation, yet despite this, nine out of

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17 Jul 2026

Natixis Investment Managers flags growth in fund offering with Australian Head of Wholesale appointment

From Natixis Investment Managers

Natixis Investment Managers Australia (Natixis IM) has announced the appointment of Rommel Hacopian to the role of Head of Wholesale Distribution, strengthening its focus on growing the intermediary market as

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07 Jul 2026

Disruption on the horizon, five factors reshaping Australia’s financial advice industry, finds Natixis Investment Managers

From Natixis Investment Managers

Australia’s financial advice sector is entering a period of significant disruption. Against a fragile macroeconomic backdrop marked by conflict in the Middle East, global energy shocks, geopolitical realignment and interest

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25 Jun 2026

Natixis Investment Managers promotes Danny King to Head of Australia and Barbara Whyte to Chief Operating Officer, Australia

From Natixis Investment Managers

Natixis Investment Managers (Natixis IM) has made two senior promotions in its Australian business. Danny King will assume the role of Country Head for Australia and Barbara Whyte is appointed

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01 Jun 2026

Natixis Investment Managers hires Mai Platts to expand client services

From Natixis Investment Managers

Natixis Investment Managers (Natixis IM), one of the world’s largest asset managers, has today announced the appointment of Mai Platts as Director, Client Services. Based in Sydney, and reporting to

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14 May 2026

From Boomers to Millennials: The great wealth transfer Is redefining financial advice

From Natixis Investment Managers

The financial advice industry is ripe for disruption as almost two thirds (65%) of Australian investors say they don’t plan to retain their parents’ or spouse’s financial adviser when managing

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16 Apr 2026

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CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]
CPD: A review of the Code of Ethics (part two)
This article, proudly sponsored by GSFM, examines standards seven to twelve of the Code of Ethics. Standards one to six were examined in a previous article you can read here. [...]
CPD: Designing retirement income streams
Since 1 July 2022, superannuation trustees have been required to formulate, regularly review and give effect to a retirement income strategy under the Retirement Income Covenant (the Covenant). It requires [...]
CPD: Quality Growth, ex-Growth
For much of the post-Global Financial Crisis period, quality growth investing occupied a privileged position within institutional portfolios. The proposition was straightforward: invest in businesses with durable competitive advantages, high [...]