MARKETING

Policy & Regulation

Some 18 funds with $1.4 billion in assets under management have voluntarily amended their marketing materials after a surveillance operation by the regulator....

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Financial planning

Like with online dating, advisers need to differentiate themselves to attract their chosen target market and avoid being judged only on fees, according to an adviser....

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SMSF

The corporate regulator alleges the financial technology firm’s brochure on self-managed superannuation funds was misleading. ...

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Superannuation

Two of Australia’s largest industry superannuation funds have revealed how much money they spent on advertising and marketing, with AustralianSuper revealing that its con...

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People & Products

The research house has appointed Rob Hardy to the newly created role of executive director of sales and marketing....

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Superannuation

There’s a new kid on the superannuation block with Mercer and Kogan.com announcing this morning that they will together launch a new “no frills, ultra-low fee” super fund...

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People & Products

Brian Benari will retire as chief executive of Challenger and be replaced by Richard Howes....

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Awards

A good level of emotional intelligence and courage to speak up when things need to be changed have helped Kelly Brown, Head of Communications at ANZ, to win the top troph...

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People & Products

Former Legg Mason executive, Anthony Pesutto has been appointed as the new marketing and communications manager at Zenith....

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People & Products

Former Centrepoint executive, Mat Walker has been appointed by Praemium as its new head of product and marketing....

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People & Products

Technology solutions supplier, IRESS, has announced the appointments of Coran Lill to the new role of group executive — communications and marketing....

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People & Products

Rubik has recruited Decimal’s McCarthy as its new Head of Marketing and Communications....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 7 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 8 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 7 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago