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People & Products
Global wealth management platform FNZ has appointed a new group head of APAC, while boutique investment manager TWC Invest welcomes a chief technology officer....
Financial planning
A global investment manager with more than $676 billion in AUM has announced a $345 million debt investment into Oaktree Capital-backed AZ NGA....
Funds management
A former investment manager has been sentenced in Sydney for forging performance reports related to managed discretionary account investments....
Funds management
TWC Investment Management has commenced operations, initially offering three funds to wholesale investors and is led by a former Credit Suisse managing director....
Funds management
JP Morgan Asset Management has announced a strategic partnership with wealth investment firm Craigs Investment Partners....
People & Products
Harvey Kalman, who spent over 20 years at Equity Trustees, has joined the board of PAC Capital....
Financial planning
Blurred work/home lives have led to greater overtime and more burnout, but the industry still favours the benefits of a hybrid workplace for the future. ...
Funds management
IOOF's funds under management, advice and administration increased by $4.2 billion in the third quarter of 2019 despite industry-wide impacts....
Superannuation
There’s a new kid on the superannuation block with Mercer and Kogan.com announcing this morning that they will together launch a new “no frills, ultra-low fee” super fund...
Funds management
IOOF Holdings said net inflows in funds under management, administration and advice (FUMA) reached $270 million for the first quarter of 2019....
Funds management
Women in investment management are “seriously concerned” about the lack of equal treatment and opportunities they face based on their gender, according to the University ...
People & Products
Investment group Austock has announced key board and management changes ahead of its annual general meeting....
People & Products
Vanguard has launched a suite of four exchange traded funds that provide access to its diversified portfolio strategies....
Funds management
Fidelity International has announced plans to introduce a variable management fee model in its active equity capabilities....
Features
Strong principles and values define the not-for-profit sector, which can sometimes be at odds with the desire to maximise returns. Jeff Sitters discusses bringing togethe...
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Podcast
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...