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Copia has entered into an agreement with global asset manager TT International to distribute its Global Environmental Impact fund in Australia....

Funds management • 7 July 2021

Graeme Burke, co-founder of boutique investment manager Wavestone, has departed the firm after 15 years. ...

People & Products • 7 July 2021

It has added six new investment advisers that specialise in professional advice to high net worth and ultra-high net worth individuals....

People & Products • 7 July 2021

ECP Asset Management has appointed former First Sentier investment analyst, Justin Warton, to its investment team....

People & Products • 7 July 2021

Athene Holding has acquired a minority stake in Challenger for $720 million as part of its growth strategy....

Funds management • 7 July 2021

Deputy chair Peter Yates will now be chair of AIA Australia, while Theresa Gattung will be chair of AIA New Zealand....

People & Products • 7 July 2021

The cost of fraud to financial services in Australia is 3.78 times the amount of the lost transaction value, according to a study....

Policy & Regulation • 8 July 2021

Australian resource companies will drive the local market higher during the second half of 2021 towards 8,000 and gain more than banks, according to Research Affiliates....

Funds management • 8 July 2021

E-commerce, cybersecurity, online education, and digital payments are well-positioned for substantial growth in the long-term, according to Franklin Templeton....

Funds management • 8 July 2021

The asset manager said it was particularly focused on sustainability in emerging markets as it became the latest manager to sign up to the Net Zero Asset Managers Initiat...

Financial planning • 8 July 2021

The migration of accounts from BT Wrap to BT Panorama has transitioned over 150,000 accounts and over $56.6 billion in funds under administration....

Financial planning • 8 July 2021

Three of Australia’s largest banks have fallen back in their female board representation with one dropping below the 30% target....

Funds management • 8 July 2021

Performance fees at Magellan Financial Group have more than halved in the 2020/21 financial year after the firm experienced fund underperformance....

Funds management • 8 July 2021

Due to the Sydney lockdown, the Financial Adviser Standards and Ethics Authority is currently assessing its options for exam takers....

Financial planning • 8 July 2021

Exam takers too often rely on their licensee policies, rather than their Corporations Act requirements, which has led to underperformance in assessing areas like key advi...

Financial planning • 8 July 2021

As part of its demerger strategy with AMP Limited, AMP Capital’s global equities and fixed income business will be sold to focus on private markets across real estate, in...

Funds management • 8 July 2021

Record annual net inflows of $9.8 billion has seen the platform reach almost $50 billion in funds under administration....

Funds management • 8 July 2021

The Financial Services Council has announced a collaborative work with members across the financial services industry to design templates to help enable the implementatio...

Financial planning • 8 July 2021

The Financial Adviser Standards and Ethics Authority has walked back on the three-month rule, and will also add future exam options for the July exam takers in Sydney who...

Financial planning • 8 July 2021

The trend towards the ‘re-opening’ theme is coming to an end, according to Munro Partners, as its holdings which sat outside of the theme performed better than expected....

Funds management • 9 July 2021
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 4 days ago

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

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So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 6 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 5 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

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