Annika Bradley

Nov 19, 2024 | firstlinks.com.au | Annika Bradley |Chris Cuffe |James Gruber |Mark LaMonica CFA

Reader: "Love it, just keep doing what you are doing. It is the right length too, any longer and it might become a bit overwhelming."Steve: "The best that comes into our world each week. This is the only one that is never, ever canned before fully being reviewed by yours truly."Noel Whittaker, author and financial adviser: "A fabulous weekly newsletter that is packed full of independent financial advice."Reader: "Great resource.

May 2, 2024 | fsadvice.com.au | Annika Bradley

Managed accounts or portfolios continue to grow in popularity among advisers. The technology offered by leading platforms enables transparency and, more importantly, portfolio personalisation at a scale not previously thought possible. Increasingly, it is recognised that some form of personalisation is key to delivering quality outcomes in retirement.

May 1, 2024 | morningstar.com.au | Annika Bradley

Vanguard has thrown down the gauntlet to the superannuation industry by launching its Super SaveSmart accumulation offering. This launch gives it the ability to go head-to-head with the large superannuation funds, but will it really be able to compete with the likes of AustralianSuper? Vanguard is a global monolith with over AUD 10 trillion of assets globally, but homegrown AustralianSuper is pretty sizable on the global stage with over AUD 315 billion in assets (at 31 December 2023).

Feb 28, 2024 | industrymoves.com | Elizabeth Fry |Annika Bradley

UniSuper has appointed an investment specialist to cover policy and advice, hiring from Morningstar. In this newly created senior management position, Annika Bradley will lead the asset owner's investment governance and compliance processes. She is also tasked with providing critical support for internal and external financial advisers on investment issues.

Feb 16, 2024 | fssuper.com.au | Annika Bradley

The industry's focus on delivering Australians income for a dignified retirement is heartening. Treasury is presently garnering feedback on the opportunities, barriers, and challenges to improving retirement for Australians. This follows last year's thematic review from ASIC and APRA on the Retirement Income Covenant. When it comes to decumulation we know there are no silver bullets, but advisors have been grappling with many of these issues for years.