FUNDS MANAGEMENT

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....

People & Products

OneVue has appointed former Vanguard executive, Chris Aylen, as its new head of fund services operations to lead the 65-strong fund services team....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 14 hours ago