Perth advisory founder to depart after 25 years

Perth/financial-advice/managing-director/appointments/

Perth advisory firm Capital Partners Private Wealth Advisers has announced a new managing director to take over from David Andrew as he steps down after 25 years.

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Betashares unveils ethical Aussie fixed income ETF

BetaShares/bonds/fixed-income/ETFs/

Betashares’ latest fund will seek to invest fully in an ethically screened portfolio of Australian corporate and government bonds.

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Relative Return Unplugged: The global ripples of a Trump sweep

Relative-Return/Podcast/

In this episode, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Steve Kuper to dive dee

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Co-regulation in sight by 2030 says FAAA

Sarah-Abood/David-Sharpe/AFSL/licensing/financial-advice/

The FAAA is hopeful that it can achieve co-regulation by 2030, acting as a stepping stone towards its ultimate goal of a fully self-regulated financial advice profession within a decade, says chair David Sharpe.

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Platform v adviser: Who decides on product selection?

praemium/insignia/mlc/platforms/BT-Panorama/macquarie/equity-trustees/

With multiple funds seeing assets frozen, three platforms have shared with Money Management how they guard against holding a troubled product and how much responsibility sits with the adviser.

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The symbiotic relationship between advisers and accountants

accountants/advisers/financial-advice/

A team of specialists can provide a better experience for clients, according to Findex, with advisers and accountants urged to have a close relationship.

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AllianceBernstein sees departure of Australian MD

Alliance-Bernstein/appointments/managing-director/

AllianceBernstein’s managing director Brad Karp has stepped down after more than two decades in the role.

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Magellan FUM flat as firm launches 2 funds

Magellan/funds-under-management/australian-equities/global-equities/

Funds under management at Magellan Financial Group were unchanged in October as the firm launched its first two funds with Vinva Investment Management.

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Winners unveiled for Australian AI Awards 2024

artificial-intelligence/wealth-management/awards/AI/

Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards.

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