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The sustainable investment manager has appointed a new head of institutional distribution for the Asia-Pacific region, who holds nearly 14 years’ experience at American C...

People & Products • 10 October 2023

Former Australian Ethical executive, David Macri, is set to lead the strategic and dynamic asset allocation solutions for Mason Stevens’ platform clients running managed ...

People & Products • 10 October 2023

Financial Services Council chief executive, Blake Briggs, has shed a light on the need for industry body consolidation and how meaningful engagement between groups has br...

Financial planning • 10 October 2023

Financial investment advisers have been identified as a job experiencing a national skills shortage while a Treasury report has found migrant advisers are among the least...

Financial planning • 10 October 2023

The former chief executive of failed stockbroker BBY has been charged with aiding, abetting, counselling or procuring fraud with each of the two counts carrying a maximum...

Funds management • 10 October 2023

Magellan’s new chairman, Andrew Formica, says he is “deeply motivated” to return the fund manager to a growth footing by expanding its offerings. ...

Funds management • 10 October 2023

A veteran who helped build the advice profession in Australia, Bongiorno’s passion, generosity and kindness are being remembered by the industry. ...

People & Products • 11 October 2023

The financial group has announced the acquisition of a Melbourne-based planning firm servicing Millennials, less than a year since acquiring Affinia-licensed Master Your ...

Financial planning • 11 October 2023

Far from being the death of the 60/40 portfolio, State Street fixed income strategist Marie Tsang believes it is even more relevant than ever in the current market enviro...

Funds management • 11 October 2023

Open to wholesale investors, the fund launch is the first in a diverse portfolio of global private credit investments in development by Pengana, with retail offerings to ...

Funds management • 11 October 2023

The decision by Westpac to retain the BT Panorama platform should be welcomed by the industry, according to platform researcher Recep Peker, as a way of intensifying plat...

Financial planning • 11 October 2023

The corporate regulator’s crackdown on SMSF auditor misconduct continued in the third quarter, with ASIC taking action against 11 auditors who were all referred by the Au...

Superannuation • 11 October 2023

With the great wealth transfer looming alongside weakening financial literacy, an HLB wealth adviser urges families to engage in more financial discussions around legacy ...

Financial planning • 12 October 2023

Property funds have seen record quarterly outflows in the third quarter of 2023 while investors have demonstrated a bias to Australian equities over global ones, accordin...

Funds management • 12 October 2023

Daniel Mookhey, NSW Treasurer, is encouraging TCorp to focus on its ESG framework in a bid to become a leader in Asia Pacific, and highlights a shake-up to the state gove...

Funds management • 12 October 2023

The conviction rate for cases referred by ASIC to the Commonwealth Director of Public Prosecutions has fallen to half compared to 100 per cent in the year prior....

Financial planning • 12 October 2023

SuperRatings has released the latest data for superannuation fund performance in the third quarter of 2023....

Superannuation • 12 October 2023

Momentum Media editor Maja Garaca Djurdjevic sits down with Financial Services Minister Stephen Jones...

Editorial • 12 October 2023

While underappreciated in the past, global mid cap equities present “superior” returns and valuable portfolio diversification, this Fidelity fund manager says. ...

Funds management • 13 October 2023

Portfolio manager Jun Bei Liu has offered an optimistic outlook of market conditions, observing how numerous opportunities exist to build a diversified, long-term portfol...

Funds management • 13 October 2023
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

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

4 months ago

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

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 17 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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