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Impact investor Melior Investment Management has welcomed calls for executive leadership gender targets as only 6% of ASX300 had female chief executives....

Funds management • 8 September 2021

H.R.L. Morrison and Co has appointed Perry Offutt as its new head of North America, effective mid-October....

People & Products • 9 September 2021

Equity Trustees has been appointed as a responsible entity for Haven Wealth Partners, which launched its first ‘deep green’ Australian fund in response to strong demand f...

Funds management • 9 September 2021

The conversion of the Magellan High Conviction trust into an active exchange traded fund helped the industry grow to $125 billion....

Funds management • 9 September 2021

Disclosing the precise value of privately held assets will compromise super funds from being able to effectively implement investment strategies, according to the Austral...

Superannuation • 9 September 2021

Financials have the third-highest proportion of female chief executives but this number still only sits at 11%....

Funds management • 9 September 2021

Most ongoing fee models do not recognise client complexity, the regulatory and legislative environment, varying business costs, and advisers are not valuing their advice ...

Financial planning • 9 September 2021

CountPlus’ subsidiary and associate firms received over $3 million in JobKeeper in FY21, some 11 times more than the firm’s initial forecasts of around $260,000....

Financial planning • 9 September 2021

Pinnacle Investment Management has acquired third-party marketing and distribution firm, Winston Capital Partners, in a move to expand its retail distribution footprint. ...

Funds management • 9 September 2021

Federated Hermes has launched a climate change strategy for Australian investors in the fixed income space, offering the opportunity for investors to have a real-world im...

Funds management • 10 September 2021

As superannuation funds grow in assets, NAB chief executive, Ross McEwan, is concerned they will hold excess influence over firms as large shareholders in the future....

Superannuation • 10 September 2021

The mandate appointment to Vaughan Nelson would continue the firm’s trend of working with boutique asset managers....

Funds management • 10 September 2021

It is rare to see “all parts of the market firing on all cylinders”, according to Airlie, but the high multiples make it challenging to find quality companies....

Funds management • 10 September 2021

While several firms are exiting or reduce their exposure to Chinese stocks over regulatory risks, Platinum is viewing it as a buying opportunity....

Funds management • 10 September 2021

The bank has been called inconsistent with its plan to get out of coal as while it would not finance new coal mining projects, it would continue to finance existing proje...

Funds management • 10 September 2021

None of the outcomes resulted in criminal proceedings, and there is a similar percentage of ongoing cases by the corporate regulator....

Policy & Regulation • 10 September 2021

While it is great to see retail investors investing in the stockmarket for the first time, a sharp market downturn could put them off the market for good, warns Airlie....

Financial planning • 10 September 2021

Accused of being the power brokers behind the ousting of former Westpac chief executive Brian Hartzer, a Parliamentary enquiry has questioned two of the big four banks wh...

Superannuation • 10 September 2021

IOOF, AMP, and NTAA Group have disproportionally lost the most advisers since the start of the year compared to the rest of the sector, according to Wealth Data....

Financial planning • 10 September 2021

This is on top of the initial 30-day due diligence period for EQT’s potential acquisition of Iress via a scheme of arrangement....

Funds management • 10 September 2021
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 6 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

2 weeks 6 days ago