GDG appoints Evidentia’s Smith to board

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Generation Development Group has appointed former Evidentia chief executive Peter Smith as an executive director.

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CFS expands Edge menu with fixed income manager

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Colonial First State has announced the latest manager to join its Edge managed accounts menu, focusing on providing investors with a strategic income.

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Relative Return Insider: Understanding Middle East tensions and market tremors

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In this week’s episode of Relative Return Insider, Professor Robert Brooks of Monash Business School joins the s

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Equity Trustees slapped with multiple ASIC infringement notices

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Equity Trustees has paid three infringement notices issued by ASIC in which the corporate regulator alleged it made misleading statements about investments in a sustainable bond fund.

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Higher fees prompt rise in advice firm prices

advice-fees/pricing/revenue/Adviser-Ratings/Radar-Results/investment-trends/

Rising advice fees has prompted Radar Results to increase its price guide to a minimum of $3,000 per client to reflect the changing shape of the adviser landscape.

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Fixed income specialists see boosted flows from defensive clients

morningstar/active-management/fund-managers/GQG-Partners/Pinnacle/challenger/

Only three active asset managers are forecast to see positive flows through to FY29, according to Morningstar, with those focused on specialist fixed income in the best position as investors move to defensive asset allocations.

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Former Zenith veteran joins Ascalon amid business transformation

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Investment consultancy Ascalon Capital has appointed a new partner, who joins from 20 years at Zenith Investment Partners, as well as a new chief executive amid a “bold new chapter” for the firm.

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Findex appoints senior M&A role to boost brand awareness

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International advice group Findex has appointed a senior individual to spearhead its M&A and growth operations across Australia and New Zealand, seeking to make the brand a household name.

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Trump’s whiplash decisions prompting portfolio changes by advisers

president-trump/asset-allocation/portfolio-construction/financial-advice/praemium/

Despite the perception that short-term market events shouldn’t affect portfolio decisions, Praemium research finds 60 per cent of advisers have made portfolio changes in response to US President Donald Trump’s decisions.

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Platinum updates on L1 merger as due diligence concludes

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Platinum Asset Management has provided an update on the possibility of a merger with asset manager L1 Capital following a period of due diligence.

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