The investment business of WTW has promoted a private markets expert to a global leadership role as its CIO steps back after 10 years, while fund manager Nikko Asset Mana...
Leading education provider CFA Institute has removed “ESG” from its specialist qualification, the latest financial services organisation to move away from the term. ...
Responsible Investment Association Australasia chair Ross Piper has stepped down, and the organisation has appointed a successor from First Sentier Investors. ...
Former IOOF chief executive Chris Kelaher has joined Sequoia Financial Group in a consultancy capacity, as a corporate activist targets the licensee....
The Federal Court has made orders freezing the assets of an individual allegedly associated with marketing Shield and First Guardian Master Funds. ...
ASIC is launching a new portal for Australian Financial Services licensees in May to ease the process of applying for a licence. ...
A Sydney fund manager has launched its first active ETF investing in Indian companies on the Cboe Australia Index....
Ellerston Capital has changed the name of its Ellerston Asia Growth Fund (Hedge Fund) to a complex ETF. ...
Wealth technology platform HeirWealth has announced an integration with Class Super so advisers can link their accounts with the platform....
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA....


BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...