Magellan Financial Group’s CEO and managing director, David George, has stepped down from the asset manager, effective today, after just over a year in the role. ...
There were over 20 winners at the 2023 Super Fund of the Year Awards, including the recipient of the prestigious Fund of the Year Award....
Equity Trustees has been appointed by Wilson Asset Management to be the responsible entity for its new Wilson Asset Management Leaders Fund....
A women’s advocate and mentor has outlined the tools female finance entrepreneurs require to thrive as leaders....
Dexus chief executive Darren Steinberg has announced his intention to step down in 2024 after more than a decade in the role, sparking a global search for his successor....
The firm’s new platform has initially launched to assist self-directed retail investors and the firm has told Money Management of its ambition to add adviser-specific fea...
The departure of CEO and MD David George is yet another turbulent move for Magellan, coming just weeks after the company celebrated completing its board renewal process. ...
In this episode of Relative Return, host Phillip Tarrant speaks with Joseph Sitch, co-CIO of Victor Smorgon Group, about the family office’s venture into the fund managem...
The government has announced it is taking steps to amend the transfer balance cap to prevent super fund members from being adversely impacted when funds merge....
Fidelity has launched its latest global equities fund, the Fidelity Global Long Short Fund, in response to client demand in Australia....
Morningstar’s former managing director Jamie Wickham has resurfaced several months after leaving the research house where he worked for 17 years....
Asset managers have increasingly hired dedicated ESG personnel or sustainability teams over the past year, as ESG factors continue to underpin investment decision-making,...
Michael Harrison, non-executive director at WT Financial Group and former Sentry director, is set to retire from the firm with Chelsea Pottenger taking over....
Macquarie Business Banking has revealed the top characteristics of high-performing financial advice practices, including how succession planning and client engagement can...
Appearing at Senate estimates, ASIC deputy chair Sarah Court has claimed the $7.2 million penalty issued to Dixon Advisory was made to send a “deterrent message” as the f...
Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space....
A global advisory firm has been ordered by the Federal Court to freeze its funds and assets for failing to lodge financial statements....
Cash ETFs are attracting high inflows as investors flock towards liquidity and defensive strategies in their investment portfolios, driven by structurally high inflation ...
The robo-adviser and fund manager has unveiled two new portfolios in response to client feedback and growing concerns around inflation. ...
Sequoia Financial Group has welcomed an additional five financial advisers to its ranks, reporting positive adviser growth in three out of four weeks this month, accordin...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...