STRATEGY

Funds management

Platinum Asset Management chief executive, Jeff Peters, has shared a progress update on its newly announced turnaround strategy....

Platforms & wraps

The investment platform has issued its first financial results update following the sale of its international business. ...

People & Products

Advisory business Frontier has hired Megan Mulia as its head of strategy, responsible for corporate strategy and driving growth for the firm as it sets its sight on Asian...

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Financial planning

The corporate regulator’s chair, James Shipton has said that the watchdog would not look into AMP’s buyer of last resort arrangements unless there were further and better...

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Financial planning

AMP Limited has outlined its $1 billion strategy remake entailing fewer, more productive advisers and different approach to buyer of last resort....

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Funds management

BT Panorama has added the ARCO Absolute Return Fund to the platform, providing more advisers and clients with access to the manager’s 10-year track record....

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Policy & Regulation

The new ombudsman vows to “proactively work with consumers, small business and the financial services sector to resolve and reduce financial disputes”....

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Funds management

Pengana International Equities Limited (PIA) announces a half year profit of $12 million following new strategies and portfolio repositioning. ...

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Financial planning

Financial services group, Countplus has made a key appointment to its board as it pursues its two-year expansion and turnaround strategy....

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People & Products

KPMG has hired former head of group strategy and planning at Australian Super, Rohit Mendiretta, to lead the firm’s asset and wealth management strategy team....

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Superannuation

Milliman has released research to analyse the future state of the retirement income market across the Asia-Pacific region....

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People & Products

Northern Trust has appointed Sarah Boddey as the chief diversity officer for Europe, the Middle East, Africa, and the Asia-Pacific....

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Knowledge Centre

Recent times have been challenging for value investors globally, as momentum and the chase for yield have dominated winning investment strategies. Is it time for the mar...

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Funds management

Legg Mason has made three moves to help their ETFs, hedge funds, and real estate game....

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Funds management

Advisers need to rethink their traditional “index-hugging” approach to defensive allocations in the current climate of uncertainty, Western Asset believe....

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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...

6 days 21 hours 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...

6 days 21 hours 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 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 1 week ago