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How a global initiative is helping with net zero transition

FTSE-Russell/lseg/decarbonisation/ESG/resources/

With energy transition remaining a significant challenge, a global index provider executive has argued that engagement could trump divestment.

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AMP Advice launches tailored managed portfolio range

amp/amp-north/AMP-advice/managed-accounts/blackrock/lonsec/

AMP Advice has partnered with BlackRock and Lonsec to expand its suite of managed portfolio solutions, further democratising advisers’ access to these products.

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Advice critical to mitigating retirees’ inflation fears

challenger/inflation/retirement/retirement-savings/financial-advice/

Challenger research has reaffirmed advisers’ significant role in empowering retirement confidence as cost of living and heightened inflation risk continue to bite retirees’ portfolios.

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Three SOA failures lead to latest FSCP decision

FSCP/ASIC/statement-of-advice/Superannuation/insurance/

Underestimating the cost of insurance by almost $75,000 in a Statement of Advice is among multiple reasons that a relevant provider has faced action from the FSCP.

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The role of alternatives in modern portfolios

UBS-Asset-Management/alternative-assets/portfolio-construction/Alternatives/

The role of alternative investments is to diversify a portfolio and capture differentiated sources of return, according to UBS Asset Management.

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The long-term danger of one-off superannuation withdrawals

medical/superannuation-funds/financial-advice/Yarra-capital-management/Tim-toohey/

Financial advisers have been warned against advising clients to withdraw superannuation for medical or dental treatments as a new report highlights the long-term effect on balances at retirement.

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How are advisers using AI to improve client experience?

artificial-intelligence/Adviser-Ratings/technology/financial-advice/

As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the client experience.

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Insignia looks to asset manager for board hire

insignia-financial/Jodie-Hampshire/Russell-Investments/boards/

Insignia Financial has appointed the former APAC head of a global asset manager to its board.

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Wealth clients consider switching amid complex investment needs

EY/Asia-Pacific/wealth-management/financial-planning/client-engagement/

Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch or add new providers to achieve this.

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Perpetual mulls over offloading wealth and corporate trust business to KKR

Perpetual/Perpetual-Corporate-Trust/wealth-management/KKR/

Perpetual has confirmed it is in exclusive talks with global investment company KKR regarding an acquisition of its corporate trust and wealth management businesses.

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