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FUNDS MANAGEMENT
People & Products
Asteron Life’s so-called Wheel of Balance interactive tool has received a global market award for best use of content curation....
Tools & guides
Jeff Rogers explores goals-based investing for retirees, highlighting that retirees’ goal priorities in terms of their needs, wants and aspirations in retirement determin...
Tools & guides
Chris Siniakov explains how negative interest rates work, what their intended purpose is, and whether it is having the desired effect on a highly stressed economy....
People & Products
Long-term Martin Currie executive, Andy Sowerby, has been appointed as the new head of Legg Mason Australia....
People & Products
IML has appointed former Milford AM staffer, Marc Whittaker, as an assistant portfolio manager to its small companies team....
People & Products
The T. Rowe Price Global Equity offering has been added to the Colonial First State FirstChoice platform....
Financial planning
ASIC has cancelled PMIIG’s AFSL after it was found incompetent in providing financial services covered by its licence. ...
People & Products
FIIG has made a key appointment in financial services executive, Mathew Simpson, as it looked to reach into an under-serviced middle market....
People & Products
Robo advice firm, Stockspot, has reached a deal with Class Super for the provision of direct data to self-managed superannuation fund accountants and their clients....
People & Products
OneVue has appointed former Vanguard executive, Chris Aylen, as its new head of fund services operations to lead the 65-strong fund services team....
Funds management
Customer satisfaction with the big four banks has declined in five out of the last six months and is now 1.9 percentage points below last July....
Financial planning
Kelly O’Dwyer has retained her financial services portfolio but has relinquished Small Business and has become the Minister for Revenue and Financial Services....
Funds management
Boutique investment consulting group, Evergreen, has appointed its asset allocation committee members who had combined experience of over 135 years. ...
Features
More boutique managers are setting up shop as they look to get away from the lack of individuality and constraints of larger institutional fund managers, Jassmyn Goh find...
Features
As more and more boutiques are being set up, advisers should be aware of what they’re getting themselves into and will want familiarity in a potential manager, according ...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...