Morningstar announces managed accounts range

morningstar ETFs active management

The portfolios would give advisers access to highly-rated managed funds and ETFs across a suite of six risk profiles.

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Should MIS review single out property schemes?

managed investment scheme Sterling Income Trust senate Stephen Jones real estate

A financial services lawyer has raised questions about the managed investment scheme review focusing so heavily on the real estate asset class.

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Australian Ethical announces senior leadership appointments

Australian Ethical hires appointments

The ethical investment manager has welcomed a chief investment officer, a deputy chief investment officer, and head of impact and ethics.

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Benjamin Marshan to join CALI executive team

FPA westpac

The former policy and advocacy head at the FPA has announced he will be joining the Council of Australian Life Insurers' executive team.

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Munro benefits from controversial Ozempic use

Munro Global Growth fund munro partners

Off-label usage of a controversial diabetes drug has been beneficial for Munro Partners’ Global Growth fund with the firm expecting this type of medication to become the next “blockbuster drug”.

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Fed rescues depositors amid fears of SVB 'contagion'

banking Federal Reserve US economy

The Federal Reserve has stepped in to guarantee deposits impacted by the second largest banking collapse in US history, which has rattled financial markets.

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Australian women lag behind European peers in managing their money

financial literacy yougov Women in Business

A survey of 18 global markets has found Australian women are more likely to seek help to manage their money than those in Germany, Great Britain, and the US.

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Advice firm Invest Blue to trial nine-day fortnight initiative

Invest Blue productivity financial advice

One advice firm is trialling a unique initiative to improve employee wellbeing and productivity, costing $1.9 million annually.

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Ord Minnett expands advisory team

ord minnett financial advisers JBWere

Wealth management group Ord Minnett has hired two new advisers to its expanding private wealth business.

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The state of financial wellbeing in Australia

financial literacy qoa financial advice

Amid inflation, interest hikes, and changes to superannuation, financial capability remains at the forefront of conversations, though many are concerned about Australians’ ability to manage their money.

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MARKET INSIGHTS

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

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This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

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Interesting. Would be good to know the details of the StrategyOne deal....

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