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There is an expectation that the total number of advisers will drop to 17,200 in January, and thereafter to between 15,000 and 16,000....

Financial planning • 17 January 2022

James Evans is to retire as chair of Pendal after nine years and will be replaced by Deborah Page....

People & Products • 17 January 2022

The corporate regulator has noticed an increase in marketing recommending Australians to switch to self-managed superannuation funds that invest in crypto, and has warned...

Superannuation • 17 January 2022

Barclays has appointed Duncan Beattie and Duncan Connellan as managing directors of investment banking in Australia....

People & Products • 18 January 2022

Greg Chubb, Charter Hall Group retail chief executive, has been appointed to Link Asset Management’s chief operating officer – international, starting April 2022....

People & Products • 18 January 2022

Boutique firm Firetrail Investments has poached Fidelity’s Anthony Doyle to work as head of investment strategy on its global opportunities fund....

People & Products • 18 January 2022

Former Financial Services Council chief executive, John Brogden, has been appointed as a director of Colonial First State Investments and Avanteos Investment Limited....

People & Products • 18 January 2022

Women’s financial security should not be overlooked by the Government when it comes to ending violence against women, according to the Australian Institute of Superannuat...

Superannuation • 18 January 2022

There is a preference for cyclical equities in areas such as green infrastructure while small-caps remain an attractive asset class after strong performance in 2021....

Funds management • 18 January 2022

The firm has reported $4.9 billion in annual inflows in calendar year 2021, 87% higher than the previous year....

Funds management • 18 January 2022

Chartered Accountants Australia and New Zealand has provided advice to members wishing to cancel their Australian financial service licence following rising costs of runn...

Financial planning • 18 January 2022

The now-defunct education authority said it had “no power” to exempt an adviser from sitting the exam but had referred any adviser it knew to be experiencing mental healt...

Financial planning • 18 January 2022

The superannuation fund is the first licensee to have a civil penalty imposed for failing to report breaches to the corporate regulator since its new penalty powers were ...

Superannuation • 18 January 2022

Despite committing to net zero by 2050, NAB, ANZ, and Westpac have lent to a fund manager that purchased a 49% stake in a 1.6 billion tonne carbon bomb project, according...

Funds management • 19 January 2022

Fund managers piled into cyclical assets at the start of the year, eyeing strong global growth as the pandemic recedes, Bank of America finds....

Funds management • 19 January 2022

BlackRock’s focus on sustainability is not because the fund manager is an environmentalist but because of its fiduciary duties to its clients, according to its chief exec...

Funds management • 19 January 2022

In a market that is likely to be characterised by high volatility, investors would do well to invest in Asian dividend equities that have room for growth, according to Ma...

Funds management • 19 January 2022

Advice practices which can show they are able to scale up their business via the introduction of new talent are going to be the most valuable firms going forward....

Financial planning • 19 January 2022

The platform provider’s total funds under administration is now at $68.3 billion as its proposal to acquire Class is to be voted on 31 January, 2022....

Funds management • 19 January 2022

Australian Unity has appointed Matthew Moore as its first head of responsible investment and stewardship, an appointment which the firm says will enable Australian Unity ...

People & Products • 19 January 2022
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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...

6 days 13 hours ago

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

1 week 6 days 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 1 day ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

4 weeks 1 day 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 ago