Advice firm Invest Blue to trial nine-day fortnight initiative

Invest-Blue/productivity/financial-advice/

One advice firm is trialling a unique initiative to improve employee wellbeing and productivity, costing $1.9 million annually.

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Ord Minnett expands advisory team

ord-minnett/financial-advisers/JBWere/

Wealth management group Ord Minnett has hired two new advisers to its expanding private wealth business.

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The state of financial wellbeing in Australia

financial-literacy/qoa/financial-advice/

Amid inflation, interest hikes, and changes to superannuation, financial capability remains at the forefront of conversations, though many are concerned about Australians’ ability to manage their money.

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Booming UK advice market leaving Aussies in the dust

digital-advice/qoa/technology/

Technology has been instrumental in the significant growth of financial advice in the UK over the last decade and a major UK player is eager to transform the local advice market.

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What were key ESG concerns for companies in 2022?

ESG/sustainability/Perennial/

A survey of 55 ASX-listed companies across various sectors and market cap sizes has explored their key ESG priorities in the last year.

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‘Industry needs to get smarter faster’: Capital Preferences

digital-advice/qoa/risk-management/

Technology and research firm Capital Preferences is launching a program in Australia with several advice firms to uncover the risk preferences of their clients and how they match with portfolios.

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Financial services giants fork out $5bn for advice remediation

remediation/ASIC/financial-advice/

Australians impacted by misconduct in the financial advice space have received just under $5 billion in compensation from six of the largest banking and financials services entities.

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CountPlus to acquire TAL financial advice licensee

Countplus/TAL/licensees/

The strategic acquisition would add over 100 advisers to its national community and bolster CountPlus’ wealth segment.

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ETFs increasingly popular amongst female investors: BetaShares

ETFs/BetaShares/female-investors/

Women are utilising exchange traded funds to build diversified and cost-effective investment strategies, which could lead to greater gender parity, says BetaShares.

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Treasury ordered to publish ASIC probe findings

ASIC/treasury/senate/

The Senate has ordered Treasury to disclose a confidential report detailing findings from a probe into alleged misconduct by ASIC's deputy chair.

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