FUNDS MANAGEMENT
People & Products
Robeco has backed momentum with the appointment of Sam Besley as a Melbourne-based regional sales manager for the company’s retail business....
People & Products
CFS FirstChoice Employer Super has reached the $10 billion funds under management milestone 14 years after its launch....
People & Products
Perpetual has promoted Kylie Smith to the role of group executive, marketing, to focus on digital client experience....
Funds management
AMP Limited has posted a comparatively modest half-year result reflecting a higher claims experience and volatile investment markets....
People & Products
Standard Life has added two new staffers to its ESG investment team, with the firm saying they would help with the integration of ESG into the wider investment process....
People & Products
OneVue and Proactive Portfolios have delivered a new managed discretionary account offering with a unique structure....
People & Products
Asteron Life’s so-called Wheel of Balance interactive tool has received a global market award for best use of content curation....
Tools & guides
Jeff Rogers explores goals-based investing for retirees, highlighting that retirees’ goal priorities in terms of their needs, wants and aspirations in retirement determin...
Tools & guides
Chris Siniakov explains how negative interest rates work, what their intended purpose is, and whether it is having the desired effect on a highly stressed economy....
People & Products
Long-term Martin Currie executive, Andy Sowerby, has been appointed as the new head of Legg Mason Australia....
People & Products
IML has appointed former Milford AM staffer, Marc Whittaker, as an assistant portfolio manager to its small companies team....
People & Products
The T. Rowe Price Global Equity offering has been added to the Colonial First State FirstChoice platform....
Financial planning
ASIC has cancelled PMIIG’s AFSL after it was found incompetent in providing financial services covered by its licence. ...
People & Products
FIIG has made a key appointment in financial services executive, Mathew Simpson, as it looked to reach into an under-serviced middle market....
People & Products
Robo advice firm, Stockspot, has reached a deal with Class Super for the provision of direct data to self-managed superannuation fund accountants and their clients....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...