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.

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Can advice restructure save Insignia from departing advisers?

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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.

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An Extended Cycle: Watch the Inflation Path

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Schroders to merge teams; fixed income head to depart

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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.

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

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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.

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Qld adviser permanently banned after fraud conviction

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

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Young advised clients prioritise goal-based investing

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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.

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

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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.

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Fund Manager of the Year Awards 2024 gets new recruitment partner

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

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