CITI

Financial planning

Reserve Bank of Australia governor, Philip Lowe, says people have saved $240 billion over the last two years to prepare for rate rises while commentators predict they cou...

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People & Products

Citi has appointed Stella Choe to head up its Global Subsidiaries Group for Asia Pacific, replacing Munir Nanji and bringing several years of corporate banking experience...

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Funds management

Citi Australia will provide custody and fund administration services to the exchange traded fund provider....

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Financial planning

Citi and Credit Suisse are among the winners in the annual ESG Research Australia awards, with topics including modern slavery and human rights....

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People & Products

Rommel Hacopian has been appointed distribution manager by Yarra Capital Management....

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People & Products

GROW Super launches own superannuation platform...

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People & Products

Citi Australia has appointed Marc Luet as chief executive officer, and head of Citi’s Australia and New Zealand cluster....

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Financial planning

A major bank will refund over $3 million to more than 100 retail customers, after an investigation into whether customers believed they were receiving personal rather tha...

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Expert Analysis

Peter Moussa writes that high net worth investors are thinking about volatility, diversity, and defensive and deep valuation sectors as the new year gets underway....

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Expert Analysis

Investors are increasingly looking to both USD and AUD-denominated floating rate bonds as they seek portfolio protection and consistent returns in a landscape where inter...

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Features

The Australian dollar is being overvalued at current levels and the strong dollar hinders domestic growth and reduces inflationary pressure, Simson Sanaphay writes....

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Funds management

Centrepoint Alliance has today announced the appointment of a chief investment officer to build capability for the network. ...

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Features

Elizabeth Tian looks at what products investors are looking at to help protect against the uncertainty of a market’s direction. ...

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Funds management

Citi has been announced as NAB Asset Servicing’s global custodian, allowing access to 60 markets around the world....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago