Morningstar announces managed accounts range

morningstar/ETFs/active-management/

The portfolios would give advisers access to highly-rated managed funds and ETFs across a suite of six risk profiles.

AUTHOR

Should MIS review single out property schemes?

managed-investment-scheme/Sterling-Income-Trust/senate/Stephen-Jones/real-estate/

A financial services lawyer has raised questions about the managed investment scheme review focusing so heavily on the real estate asset class.

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Australian Ethical announces senior leadership appointments

Australian-Ethical/hires/appointments/

The ethical investment manager has welcomed a chief investment officer, a deputy chief investment officer, and head of impact and ethics.

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Benjamin Marshan to join CALI executive team

FPA/westpac/

The former policy and advocacy head at the FPA has announced he will be joining the Council of Australian Life Insurers' executive team.

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Munro benefits from controversial Ozempic use

Munro-Global-Growth-fund/munro-partners/

Off-label usage of a controversial diabetes drug has been beneficial for Munro Partners’ Global Growth fund with the firm expecting this type of medication to become the next “blockbuster drug”.

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Fed rescues depositors amid fears of SVB 'contagion'

banking/Federal-Reserve/US-economy/

The Federal Reserve has stepped in to guarantee deposits impacted by the second largest banking collapse in US history, which has rattled financial markets.

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Australian women lag behind European peers in managing their money

financial-literacy/yougov/Women-in-Business/

A survey of 18 global markets has found Australian women are more likely to seek help to manage their money than those in Germany, Great Britain, and the US.

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Advice firm Invest Blue to trial nine-day fortnight initiative

Invest-Blue/productivity/financial-advice/

One advice firm is trialling a unique initiative to improve employee wellbeing and productivity, costing $1.9 million annually.

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Ord Minnett expands advisory team

ord-minnett/financial-advisers/JBWere/

Wealth management group Ord Minnett has hired two new advisers to its expanding private wealth business.

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The state of financial wellbeing in Australia

financial-literacy/qoa/financial-advice/

Amid inflation, interest hikes, and changes to superannuation, financial capability remains at the forefront of conversations, though many are concerned about Australians’ ability to manage their money.

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