The Melbourne-based equities fund manager has announced expansion plans to open an office in Sydney, as well as the appointment of a head of intermediary distribution. ...
Two reports from Betashares and Vanguard have seen renewed investor interest in global equities in ETFs after a period of favour for fixed income products....
While underappreciated in the past, global mid cap equities present “superior” returns and valuable portfolio diversification, this Fidelity fund manager says. ...
With the great wealth transfer looming alongside weakening financial literacy, an HLB wealth adviser urges families to engage in more financial discussions around legacy ...
The sustainable investment manager has appointed a new head of institutional distribution for the Asia-Pacific region, who holds nearly 14 years’ experience at American C...
A new report from Capital Group has observed broad industry progress in overcoming challenges that previously deterred investors from adopting ESG strategies....
With the third quarter behind us, Money Management collates several Australian fund launches over the last three months, as well as notable fund manager deals. ...
Following its completed merger of the former FPA and AFA in April, the FAAA is now in the “critical process” of renewing its policy platform through a member survey....
GQG Partners’ funds under management have marginally declined to US$105.8 billion at the end of 2023’s third quarter, compared to US$107.4 billion the previous month....
After growth of more than 30 last week thanks to record advice exam results, the financial advice profession has once again backtracked with double-digit losses, Wealth D...
The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....
Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...
Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...
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...