1+ day, 14+ hour ago  (276+ words) Betashares'has launched its latest addition to the Defined Income ETF range.' The 2031'Fixed Term Corporate Bond Active ETF'(31 BB) will provide'income-focused investors with exposure to a diversified portfolio of'Australian dollar denominated investment grade corporate bonds maturing in the 12 months'leading up…...

1+ day, 15+ hour ago  (320+ words) Coulter joins from Allianz Retire+ where he was head of key accounts'for three years'developing key platform and licensee partnerships for the firm, and brings a deep expertise of the wealth management sector through his time spent at'banks and platforms, such…...

1+ week, 1+ day ago  (493+ words) The Retirement Philosophy'framework'is'designed to aid practices in developing a clear, consistent approach to retirement advice that is tailored to its clients.' For advisers, North said the framework will help them dig deeper in retirement discussions with clients'and address'six key risks…...

1+ week, 4+ day ago  (887+ words) While in-person meetings were the rule 10 years ago, advisers are opting for a virtual existence in the post-COVID era, allowing them to'operate'with more flexibility and reduce operating costs.' Prior to 2020 and COVID lockdowns forced business to adapt to online operating'and…...

2+ week, 14+ hour ago  (887+ words) Annuities are being re-evaluated by advisers as retirement income pressures intensify, acting as a complement to traditional portfolio construction methods which are under pressure in volatile markets." Allianz Retire+s chief distribution and marketing officer, Catherine van der Veen, said…...

2+ week, 3+ day ago  (387+ words) Iress has made its retirement income solution available to advisers on Xplan, designed in partnership with Challenger. The solution is designed to improve accessibility to retirement income products and support advisers in delivering better outcomes for clients approaching, and in,…...

1+ mon, 1+ week ago  (342+ words) The key change is the introduction of an option for insurers to use an advanced illiquidity premium (AILP) when'determining'capital requirements for longevity products." This approach better reflects the long'term nature of these liabilities. To underpin the AILP option, APRA has…...

1+ mon, 1+ week ago  (395+ words) Frontier Advisors has shared how wealth advisers can improve their governance of unlisted valuations in fund selection as liquidity and potential redemptions come to the fore for major players. The firm's latest paper Unlisted valuations for financial advisers examined the…...

1+ mon, 2+ week ago  (339+ words) Platforms, driven by adviser inflows, are leading the retirement race, according to a new Mercer report. The firm's latest report Shaping Super 2026 found platforms hold only 6 per cent of accounts but attract 42 per cent of retirement account flows compared to…...

1+ mon, 3+ week ago  (282+ words) Over the next decade, women are expected to become the primary beneficiaries of Australia's intergenerational wealth transfer. Industry projections suggest around 65 per cent of this wealth will be controlled or inherited by women, equating to roughly $3. 2 trillion in assets. For…...