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Allens partner, Fiona Crosbie, has been appointed to the Financial Regulator Assessment Authority, just days after fellow partner, Michelle Levy, was appointed to lead th...

People & Products • 16 March 2022

The number of exchange traded fund investors has climbed to over 1.7 million, with new investors being younger and more likely to be female compared to five years ago....

Funds management • 16 March 2022

Transaction prices for M&A in the financial services sector remain buoyant, according to HLB Mann Judd, but targets are often reluctant to sell up....

Financial planning • 16 March 2022

Bucking the trend of declining adviser numbers, Clime Investment Management wants to increase its adviser network by 5%-10% over the next calendar year....

Financial planning • 16 March 2022

First Sentier Investors has expanded its responsible investment and corporate sustainability capabilities with three appointments....

People & Products • 17 March 2022

Advisory business Frontier has hired Megan Mulia as its head of strategy, responsible for corporate strategy and driving growth for the firm as it sets its sight on Asian...

People & Products • 17 March 2022

Despite a small contraction in global gross domestic product expected by economists following the conflict in Ukraine, fund managers have set their sights on stagflation....

Funds management • 17 March 2022

The Quality of Advice Review’s inclusion of technology uptake in its terms of reference is an encouraging step, according to Ignition Advice, and reflects a maturing of t...

Financial planning • 17 March 2022

WT Financial Group’s acquisition of Synchron will improve efficiencies for advisers, according to chief executive Keith Cullen, as it creates the third-largest financial ...

Financial planning • 17 March 2022

Advisers providing personal advice may have an exemption regarding complying with Target Market Determination but confusion remains around proving the use of the informat...

Financial planning • 17 March 2022

The regulator has permanently banned former authorised representative, Roderick Halligan, from providing financial services for contravening financial services laws and f...

Policy & Regulation • 18 March 2022

Succession Plus has appointed Darryl Bates-Brownsword as its new chief executive and will unify its UK and Australasian divisions....

People & Products • 18 March 2022

Milford has launched three global equity funds, aiming to provide Australian advisers and investors with access to specialist portfolios, while chairman Mark Cross announ...

Funds management • 18 March 2022

With the US Federal Reserve increasing its policy rate by 25 basis points to 0.50%, fund managers and economists have weighed in on the impact for Australian investors....

Funds management • 18 March 2022

Over the period of 1 July, 2021 and 28 February 2022, the Australian Financial Complaints Authority closing more advice complaints than it received, with the sector repre...

Financial planning • 18 March 2022

GQG Partners Emerging Markets Equity held the largest exposure at the end of 2021, according to Lonsec, but the firm cut this to just over 1% by the end of February by re...

Funds management • 18 March 2022

The acquisition has brought a new combined entity of WT Financial Group and Synchron to 560 advisers, as per Australian Securities Investment Commissions’ Financial Advis...

Financial planning • 18 March 2022

This month’s announcement of the terms of reference for the Quality of Advice Review elicit a certain element of deja’vu among advisers....

Editorial • 18 March 2022

Following the acquisition of Synchron, WT Financial Group has said it is set to become Australia’s third-largest adviser group by adviser numbers, writes Oksana Patron....

Features • 18 March 2022

With platform innovations providing new levels of optionality in superannuation, Liam Cormican examines whether they pose a threat to the popularity of self-managed super...

Features • 18 March 2022
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