PEOPLE & PRODUCTS

INDUSTRY NEWS

The firm's emergency rescue of Credit Suisse could mark its return to wealth management in Australia. ...

INDUSTRY NEWS

Maple-Brown Abbott has changed the screening process for its $35 million Responsible Investment fund to allow a greater focus on sustainability, renaming it the Australia...

INDUSTRY NEWS

Leaning into the growing demand for fixed income assets, Global X has launched a new exchange traded fund that will help Australian investors tap into the US corporate bo...

INDUSTRY NEWS

The newly launched digital investment portfolio solution, Spark Invest, will see all profits from its management fees directed to charitable benefactors....

INDUSTRY NEWS

Nominations and submissions have opened for this year’s Fund Manager of the Year awards....

INDUSTRY NEWS

Former MLC head of distribution, Rob Dassie, has returned to the firm in the financial advice arm of its life insurance business. ...

INDUSTRY NEWS

Separately managed accounts on the Macquarie Wrap platform have passed $10 billion in funds under management. ...

INDUSTRY NEWS

Ian Parkes, a former chief financial officer at Mortgage Choice and Homeloans, has been appointed to the role, replacing Paul Murray. ...

INDUSTRY NEWS

The fund manager has launched a new service with a range of tools, content, and information to support financial advisers and planners with business growth and client ser...

INDUSTRY NEWS

The cloud-based technology platform for advisers has ramped up local operations, hiring two business development managers to drive its ongoing expansion. ...

INDUSTRY NEWS

Andrew Russell, who spent three years as chief executive of Class, has been appointed interim chair of Bravura Solutions as Neil Broekhuizen departs after 14 years....

INDUSTRY NEWS

Sydney-based wealth manager Sarto Advisory has launched its own online investing solution with OpenInvest to help younger investors....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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