Former Pendal bond manager joins Ellerston Capital

ellerston-capital/digital-assets/Pendal-Group/fixed-income/bonds/

Former Pendal manager Vimal Gor has been appointed as head of fixed income and multi-asset at Ellerston Capital, after a brief stint at a digital asset fund manager Trovio.

AUTHOR

Can advice restructure save Insignia from departing advisers?

insignia-financial/insignia/Scott-Hartley/adviser-numbers/licensees/

Insignia’s advice reorganisation could solidify its reputation as Morningstar warns the firm’s brand integrity and profitability are at risk from declining adviser numbers.

AUTHOR

An Extended Cycle: Watch the Inflation Path

Premium-Content/

AUTHOR

Schroders to merge teams; fixed income head to depart

Schroders/fixed-income/multi-asset/Stuart-Dear/fund-management/

Schroders Australia has become the latest asset manager to announce changes to its Australian investment teams, with head of fixed income Stuart Dear to depart after more than a decade.

AUTHOR

From A-grades to advice: Embarking on a career change

financial-advice/education/economics/professional-year/

As the financial advice industry looks to embrace career changers, Money Management speaks with a former teacher and international development worker who took the leap into advice.

AUTHOR

Qld adviser permanently banned after fraud conviction

banning/ASIC/financial-advice/queensland/

A former financial adviser based in the Sunshine Coast has been permanently banned by ASIC after being sentenced to six years’ imprisonment for fraud.

AUTHOR

Young advised clients prioritise goal-based investing

Dimensional-Fund-Advisers/Dimensional/client-relationships/financial-goals/

Young investors aged under 40 are more than twice as likely to measure the value of their financial adviser based on progress towards their goals, Dimensional research uncovers.

AUTHOR

Do licensees always need to ‘take all reasonable steps’?

corporations-act/ASIC/compliance/AFSL/Hall-and-Wilcox/

A Federal Court ruling on whether licensees need to ‘take all reasonable steps’ regarding conflicted remuneration could extend to other parts of the advice process, according to law firm Hall & Wilcox.

AUTHOR

Fund Manager of the Year Awards 2024 gets new recruitment partner

awards/recruitment/Fund-Manager-of-the-Year/fund-manager-of-the-year-awards/

A recruitment firm specialising in funds management has been welcomed as a recruitment partner for this year’s awards.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 5 days ago