INSTITUTIONAL BUSINESS

People & Products

Franklin Templeton has appointed a senior director of institutional business, responsible for managing and building relationships with institutional investors. ...

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Financial planning

ASIC has confirmed restricted use of the term ‘independently-owned’ and ‘non-aligned’ in its updated Regulatory Guidance 175....

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Features

Mike Taylor writes that astute riding of the regulatory cycle combined with an acute understanding of adviser needs has helped reshape the Australian platform market....

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People & Products

Shaw and Partners has recruited Sam Kanaan to its institutional equities desk as sales trader, who would begin his role in early September....

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People & Products

Nikko AM appoints Eddy Schipper to new head of institutional business role....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago