CFS awards $1bn fixed income mandate to global manager

CFS/colonial-first-state/Man-Group/mandate/

Colonial First State has awarded a significant $1 billion mandate to a global investment management firm amid the growing investor interest for global fixed income.

Read more about:

AUTHOR

Relative Return Unplugged: Superannuation reforms, budget pressures, and economic uncertainty

Podcast/Relative-Return/

In this episode of Relative Return Unplugged, we examine the push for superannuation tax reforms aimed at saving

AUTHOR

Research houses up caution to private credit launches

research-house/Lonsec-Research/lonsec/private-credit/private-markets/Metrics/

The rise of private credit funds is giving research houses cause for concern about their viability for retail and wholesale investors and necessitating changes to their research process.

Read more about:

AUTHOR

AMP North reveals new AI adviser assistant

amp/artificial-intelligence/advice-technology/

The platform has launched a new file note assistant for financial advisers powered by artificial intelligence which eliminates the need for manual note-taking.

Read more about:

AUTHOR

RIAA appoints chair as Piper steps down

Australian-Ethical/RIAA/ESG/First-Sentier-Investors/

Responsible Investment Association Australasia chair Ross Piper has stepped down, and the organisation has appointed a successor from First Sentier Investors.

Read more about:

AUTHOR

Former IOOF CEO Kelaher reappears at Sequoia

IOOF/insignia/insignia-financial/Sequoia/Sequoia-financial-group/chris-kelaher/M&A/centrepoint-alliance/

Former IOOF chief executive Chris Kelaher has joined Sequoia Financial Group in a consultancy capacity, as a corporate activist targets the licensee.

Read more about:

AUTHOR

TPB reappoints financial advice director

TPB/Tax-Practitioners-Board/financial-advisers/

A financial planner has been reappointed to the Tax Practitioners Board for a one-year period, following his initial appointment three years ago.

Read more about:

AUTHOR

CFS Edge bolsters global managed account range

CFS/colonial-first-state/managed-accounts/

Colonial First State has added several new international managed accounts to its Edge platform amid adviser and licensee demand for global investment opportunities.

Read more about:

AUTHOR

Spotting adviser red flags to prevent possible misconduct

financial-advisers/Assured-Support/misconduct/

With AFCA urging financial advisers to report instances of misconduct, Assured Support has broken down the red flags to be aware of in your own business.

Read more about:

AUTHOR

FAAA looks to improve reportable situations regime relief

ASIC/breach-reporting/licensees/

The FAAA and other industry groups have responded to ASIC’s proposed relief under the reportable situations regime, making several recommendations to reduce “unnecessary regulatory burden”.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 4 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

6 days 19 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week 3 days ago
moneymanagement logo