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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

Former Macquarie Group chief executive Nicholas Moore will be chair of the authority that will oversee the corporate and prudential regulators....

People & Products • 10 September 2021

Four associates and a lawyer have been charged with criminal offences after Members Alliance and Benchmark groups collapsed with the corporate regulator alleging the grou...

Financial planning • 10 September 2021

Daniel Shrimski has been appointed managing director and will replace Frank Kolimago who will become global head of talent management for Vanguard Group in Philadelphia, ...

People & Products • 10 September 2021

Advisers are increasing their use of exchange traded funds to reduce overall portfolio costs, and 75% of advisers think smart beta strategies are going to become more pre...

Funds management • 13 September 2021

The gender pay gap has widened to 14.2%, the largest full-time weekly wage gap since 2016 as more women exit the workforce....

Financial planning • 13 September 2021

The use of technology has given 28% of financial advice businesses a leg up when it comes to improving the affordability of advice, according to a report. ...

Financial planning • 13 September 2021

The prudential regulator has been questioned on whether its superannuation Your Future, Your Super test pass/fail result was enough to help funds improve. ...

Financial planning • 13 September 2021

The corporate regulator’s new chair, Joe Longo, believes that reading the publicly available report of the regulator’s governance practices is sufficient and has not aske...

Policy & Regulation • 13 September 2021
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MARKET INSIGHTS

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

1 week 1 day 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 weeks 1 day ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

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

1 week 3 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 1 day 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 ...

1 week 6 days ago