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Investment management firms are seeing greater female representation with the number of female CIOs at the investment managers that super fund HESTA works with rising fro...

People & Products • 7 August 2023

Contrary to most fund managers, Spatium Capital is hoping for more volatility, not less, after short-term mispricings helped its Small Companies fund see returns four tim...

Funds management • 7 August 2023

The Australian Sustainable Finance Institute has appointed Guy Debelle, former RBA deputy governor, to lead its newly formed expert group as the sustainable finance taxon...

Funds management • 8 August 2023

The Treasury has announced the “biggest crackdown on tax adviser misconduct in Australian history” which could see maximum fines for advisers who promote tax exploitation...

Policy & Regulation • 8 August 2023

OP-ED With Magellan CEO David George hinting at possible acquisitions, the appointment of Andrew Formica, who pursued an aggressive M&A strategy for Henderson as its form...

Editorial • 8 August 2023

Noting that some QAR recommendations make it “less legally onerous” for banks to provide advice, the industry association said it suspects a lingering interest from these...

Financial planning • 8 August 2023

WT Financial is expecting to see a 130 per cent increase in net profit after tax, as it releases indicative results for FY22–23, and CEO Keith Cullen believes the outlook...

Financial planning • 8 August 2023

The new fund manager, which launched its first three funds this month, has named Apex Group for fund administration, transfer agency, middle officer and custody solutions...

People & Products • 9 August 2023

Abbey Cook has departed the firm after almost four years to join small and mid-cap fund manager, Fairlight Asset Management. ...

Funds management • 9 August 2023

Former Praemium chief distribution officer, Martin Morris, has found a new role at Sequoia Financial Group, among three senior appointments made by the firm. ...

People & Products • 9 August 2023

Now is a difficult time to be a fund manager, according to Maple-Brown Abbott chief executive, Sophia Rahmani, with the firm focusing on distribution to financial adviser...

Funds management • 9 August 2023

Former Select AFSL and BlueInc Services managing and sole director, Russell Howden, has had a stay order dismissed by the Federal Court as he awaits the outcome of an app...

Financial planning • 9 August 2023

Michael Goosay has been appointed as the managing director of global fixed income and portfolio manager on select strategies at Principal Asset Management. ...

People & Products • 10 August 2023

There is often an expectation gap between the ESG or sustainable funds that advisers pick and the assets that their clients want to hold, according to Perennial. ...

Financial planning • 10 August 2023

New research from Findex has revealed that Millennials have the most to gain from ongoing financial advice and could be $664,000 ahead in net assets at 65 than their non-...

Financial planning • 10 August 2023

The Chinese economy may be a downside risk but investors should not expect it to impact heavily on global growth, according to Magellan Global fund manager, Arvid Streima...

Funds management • 10 August 2023

Earmarking some $520 million in an indemnity deed to former subsidiary Count Financial, CBA’s full-year results reveal a trial date has been fixed for March 2024. ...

Financial planning • 10 August 2023

There are three standout platforms dominating the advice market, based on feedback to Adviser Ratings, as the shrinking pool of advisers become a powerful arbiter....

People & Products • 10 August 2023

AMP has reported half-year results for its advice division as it updates on the next action in the BOLR class action case....

Financial planning • 10 August 2023

In this episode of Relative Return, host Phil Tarrant chats to Simon Madder, Managing Director and CEO of Prime Financial Group, on the firm’s ambitious growth plans and ...

Editorial • 10 August 2023
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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 2 days 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