Highly educated workers driving trend into later retirement: KPMG

retirement/KPMG/labour-market/employment/

Australia’s educated workers have benefitted from a tight labour market and improved job flexibility in

AUTHOR

The three themes shaping modern advisory firms in 2023

financial-advice/AFSL/advisory-firms/bell-direct/

New research by Desktop Broker has explored the key themes that would influence modern financial advisory firms and determine their growth trajectory in the years ahead.

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Australian dividends hit record high in 2022

dividends/banking/mining/investment-trends/

Investors in Australia witnessed record dividend payouts in the past year, largely from the mining and banking sector, according to the Janus Henderson Global Dividend Index.

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Labor’s super tax reform ‘moves the goalposts’ again

taxation/Superannuation/super-cap/

The Albanese government has moved to raise the concessional tax rate for superannuation balances exceedi

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Wealth perceptions evolving beyond ‘great Australian dream’: AMP

amp/Financial-planning/wealth-management/

Homeownership is no longer the predominant metric of wealth in Australia, according to new research from financial services giant AMP.

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‘Hard work starts now’: FPA/AFA merger to move forward

merger/FPA/AFA/Financial-planning/

With over 95% of both FPA and AFA votes in favour, the proposed merger of the entities into the Financial Advice Association of Australia (FAA) has been confirmed.

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New practice profile: Unite Wealth

new-practice-profile/financial-advice/charity/

Creating a charitable arm to your firm expands the ways you can support everyday Australians, shares this adviser.

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Is China an ESG champion?

ESG/China/macro-economics/

The “green superpower” has benefited from a surge in demand from ESG investors, despite continued concerns over the country’s social and governance practices.

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Former AMP advice MD joins Pengana distribution team

Pengana/AMP-advice/distribution/

Fraser Herd, former managing director of employed advice at AMP, has been appointed distribution manager at Pengana for the NSW region.

AUTHOR

Wealth segment bolsters CountPlus’ strong performance in 1H23

financial-advice/Countplus/ASX/

CountPlus has noted an 8% rise in reported revenue along with welcoming 31 net new advisers in the first

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