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GQG has seen funds under management fall in April, falling from US$92.9 billion (AU$130.4 billion) to US$90.4 billion over the month....

Funds management • 9 May 2022

David Evans, founder of Evans & Partners, will step down as executive chairman later this year but will contribute to the firm’s strategic direction as non-executive chai...

People & Products • 9 May 2022

Lifespan Financial Planning has penned an open letter to Prime Minister Scott Morrison and Opposition leader Anthony Albanese, setting out four key issues it would like t...

Financial planning • 9 May 2022

It is important to consider geopolitics within ESG but fund managers should be wary of letting their views be too swayed by politics, according to Stewart Investors, Davi...

Funds management • 9 May 2022

Comprehensive advice offerings in superannuation funds have seen a steady decline over the last few years in favour of referral process while scaled advice has stayed fai...

Superannuation • 9 May 2022

The Association of Financial Advisers has outlined the key levers it will be targeting to reduce regulatory uncertainty in its submission to the Quality of Advice Review....

Financial planning • 9 May 2022

Former chief executive of the Financial Planning Association of Australia, Dante De Gori, has taken up a new position. ...

People & Products • 9 May 2022

PIMCO has appointed Samuel Watkins as executive vice president, head of business, Australia and New Zealand. ...

People & Products • 10 May 2022

Australia’s four major banks have delivered $14.4 billion in combined headline cash earnings for the 2022 half year, up $700 million or 5.1% from 2021 half year results....

Funds management • 10 May 2022

The Platinum International fund is running its most cautious portfolio in its 28-year history as it is concerned about inflation risks and bifurcation....

Funds management • 10 May 2022

Early merit assessments of complaints are now a permanent feature of the Australian Financial Complaints Authority’s process following a pilot program....

Financial planning • 10 May 2022

The Australian financial services industry is showing the same problems as the UK following 2012’s Retail Distribution Review but is in a better position to address the w...

Financial planning • 10 May 2022

There are specific requirements that only apply to trustees of self-managed superannuation funds, writes Tim Howard, including the allocation in their investment strategy...

Tools & guides • 10 May 2022

The Australian exchange traded fund industry has shrunk by $1.9 billion in April, representing the third month out of four in 2022 in which the industry has declined....

Funds management • 11 May 2022

Pendal has delivered solid earnings for the half year, following its rejection of Perpetual’s acquisition bid in April....

Financial planning • 11 May 2022

Russell Investments has launched Sustainable Managed Portfolios, providing Australian investors with exposure to predominantly sustainable managers and strategies within ...

Funds management • 11 May 2022

DASH Technology has appointed former MLC chief executive, Geoff Lloyd, as its new chairman....

People & Products • 11 May 2022

Former Financial Services Council chief executive, Sally Loane, has joined the advisory board of corporate advisory consultancy Orizontas....

People & Products • 11 May 2022

Senator Jane Hume has confirmed that financial advice is now being viewed as a profession rather than a sales role and that the worst is over following a period of signif...

Financial planning • 11 May 2022

Magellan Financial Group has appointed David George from Future Fund as chief executive and managing director....

People & Products • 11 May 2022
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Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

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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...

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