Michelle Levy, reviewer of the Quality of Advice Review, believes super funds already have too much on their plate to provide retirement income advice to members and feels this is the wrong starting point.
Industry experts have shared a snapshot of what an AI-enabled advice industry could look like in the coming years when it comes to productivity, investments and the platform experience.
Insignia is to launch a partnership ownership model for self-employed licensees within months, known as Advice Services Co, as it seeks to become Australia’s largest adviser-owned licensee group.
Since closing the Pendal deal earlier this year, Perpetual AUM has grown by $1.7 billion while it saw $5.1 billion net outflows, mainly in global equities strategies and fixed income.
The world’s largest asset manager has announced a new 50-50 joint venture with Jio Financial Services to introduce a new player to the Indian asset management industry.
In this episode of Relative Return, host Phil Tarrant chats to Aaron Binsted, portfolio manager of the Lazard Australian Equity Fund, to discuss which sectors the fund is favouring and his dislike of REITs.
