Schroders head of fixed income for Australia, Stuart Dear, has identified two areas of the fixed income market that he believes are currently attractive to investors....
Natixis affiliate Loomis Sayles has announced an actively managed global bond fund in light of consumer demand....
Colonial First State has reached $1 billion in funds under administration on its Edge platform, having launched last August. ...
Russell Investments has appointed a new head of Asia-Pacific, six months after appointing Pete Gunning to the role....
ASIC has flagged the 2022 case of RI Advice as an example of the need for cybersecurity measures within a financial services firm as chair Joe Longo warns a cyber attack ...
Australian Ethical has announced it has entered into a binding agreement to acquire a sustainable fixed income manager, increasing its FUM by around $2 billion....
In this episode of Relative Return, host Laura Dew speaks with Andrew Lockhart, managing partner at Metrics Credit Partners, about commercial property and real estate equ...
AZ NGA subsidiary Nestworth, which recently acquired the financial advice business of Australian Unity, has appointed a former senior Insignia executive as CEO. ...
Research house Genium Investment Partners has made a third appointment from Morningstar in less than a year to work in its newly-launched research ratings division....
The property group has announced the sale of its European funds management platform for $457 million as it looks to Australia and New Zealand for future growth....
Failure to meet ESG compliance obligations can leave financial services directors walking a tightrope of risk, according to PwC, as ASIC urges firms to prepare for climat...
Employers should not panic if remuneration budgets are too stretched to offer salary bumps, according to two recruiters, as staff say they are also attracted to a greater...
As YTD financial adviser growth approaches parity with 2023, Wealth Data’s Colin Williams is optimistic that adviser losses will be less severe than 2024 due to increasin...
Alternative asset manager HMC Capital has announced it will acquire private real estate debt manager Payton Capital in a bid to establish a $5 billion private credit plat...
Almost half of advised investors expect technology to become so advanced that they will no longer use a financial adviser by 2030, according to a global report by LSEG....
With more and more licensees looking at M&A activity, Business Health has shared 10 suggestions to ensure a successful onboarding process as the two firms come together. ...
The role of a financial adviser is becoming more about investor management than investment management, according to Morningstar, with a greater emphasis placed by clients...
There has been 11 financial advice-related bannings by ASIC since the start of the FY2023–24 financial year, equating to one every month. ...
Clime has entered into a heads of agreement to divest Madison Financial Group to a rival licensee for $2 million....
The global asset manager has appointed a Sydney-based relationship manager from Netwealth to strengthen its partnership with the financial adviser community....
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...