With retirement being one of the most stressful times in a person’s life, research from the Australian Retirement Trust reveals four key drivers to building trust between...

The licensee has lost 92 advisers since the start of the calendar year, according to Wealth Data, including 12 in the past week....

A large redemption by a UK pension fund has failed to dent the funds under management of GQG in July, as it makes a bid for Pacific Current Group. ...

Investment management firms are seeing greater female representation with the number of female CIOs at the investment managers that super fund HESTA works with rising fro...

Contrary to most fund managers, Spatium Capital is hoping for more volatility, not less, after short-term mispricings helped its Small Companies fund see returns four tim...

The Australian Sustainable Finance Institute has appointed Guy Debelle, former RBA deputy governor, to lead its newly formed expert group as the sustainable finance taxon...

The Treasury has announced the “biggest crackdown on tax adviser misconduct in Australian history” which could see maximum fines for advisers who promote tax exploitation...

OP-ED With Magellan CEO David George hinting at possible acquisitions, the appointment of Andrew Formica, who pursued an aggressive M&A strategy for Henderson as its form...

Noting that some QAR recommendations make it “less legally onerous” for banks to provide advice, the industry association said it suspects a lingering interest from these...

WT Financial is expecting to see a 130 per cent increase in net profit after tax, as it releases indicative results for FY22–23, and CEO Keith Cullen believes the outlook...

The new fund manager, which launched its first three funds this month, has named Apex Group for fund administration, transfer agency, middle officer and custody solutions...

Abbey Cook has departed the firm after almost four years to join small and mid-cap fund manager, Fairlight Asset Management. ...

Former Praemium chief distribution officer, Martin Morris, has found a new role at Sequoia Financial Group, among three senior appointments made by the firm. ...

Now is a difficult time to be a fund manager, according to Maple-Brown Abbott chief executive, Sophia Rahmani, with the firm focusing on distribution to financial adviser...

Former Select AFSL and BlueInc Services managing and sole director, Russell Howden, has had a stay order dismissed by the Federal Court as he awaits the outcome of an app...

Michael Goosay has been appointed as the managing director of global fixed income and portfolio manager on select strategies at Principal Asset Management. ...

There is often an expectation gap between the ESG or sustainable funds that advisers pick and the assets that their clients want to hold, according to Perennial. ...

New research from Findex has revealed that Millennials have the most to gain from ongoing financial advice and could be $664,000 ahead in net assets at 65 than their non-...

The Chinese economy may be a downside risk but investors should not expect it to impact heavily on global growth, according to Magellan Global fund manager, Arvid Streima...

Earmarking some $520 million in an indemnity deed to former subsidiary Count Financial, CBA’s full-year results reveal a trial date has been fixed for March 2024. ...