Professional Planner

2 weeks ago | professionalplanner.com.au | Chris Dastoor

Trustees of the platforms that held the Shield and First Guardian funds made the choice to suspend adviser fees rather than await directive from the regulator, which is still in the midst of an investigation into Venture Egg and its principal adviser Ferras Merhi.

1 month ago | professionalplanner.com.au | Simon Hoyle |Aleks Vickovich |Chris Dastoor

Such is the nature of memory in Australia’s superannuation system that, in the long and increasingly brutal admin debate, the name “Superpartners” has not been invoked once. Founded in 1983, Superpartners was an industry fund-owned administration platform that, at its height, handled 6.3 million super accounts across 700,000 employers totalling $80 billion in assets.

1 month ago | professionalplanner.com.au | Nina Hendy |Chris Dastoor |Alexandra Cain |Oksana Patron

Property investment and funds management group, Charter Hall is anticipating the end of the decline in commercial property valuations that has challenged the market for the past two and a half years. At the group’s half year results in February, group chief executive, David Harrison, said the market had reached an “inflection point”. “Looking 10 years ahead, Australia is forecast to see its population grow by 3.9 million people,” he told investors.

Jan 7, 2025 | professionalplanner.com.au | Beata Kuczynska

Researcher Morningstar believes a recent spate of takeover offers for Insignia Financial by private equity investors proves the embattled wealth giant has been undervalued by the market. The bids come as offshore interest in Australia’s wealth sector continues to grow.

Jan 12, 2024 | professionalplanner.com.au | Tom Ravlic |Simon Hoyle |Chris Dastoor |Paul Barrett

One of the craziest things that financial services professionals have to contend with is a world that does not seem to want to give them five minutes to catch a breath, have a moment’s rest, and just generally let the dust of one year settle before the bustle starts again.