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

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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.

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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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