MLC Expand’s CEO Liz McCarthy says the milestone reflects the demand of MLC Retirement Boost from financial advisers.
Fidelity International has moved to strengthen its global equities capabilitieswith the appointment of Rosie Malcolm as a portfolio manager.
Russell Investments has lured Tonya Ripley from BT Financial Group to lead key accounts and platform in its wealth team.
HeirWealth and ViewTrade have partnered to deliver a unified trade execution and wealth reporting solution for Australian advisers.
“I think it’s very important for our clients to know that their investment managers have the conviction to be along for the ride with them.”
Plato Investment Management has expanded investor access to its flagship Global Shares Income strategy, reformatting it as an active ETF.
Bentham Asset Management CIO, Richard Quinn has discusses the firm’s investment positioning as it reduces high-yield exposures.
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NGS Super has become the latest industry superannuation fund to roll out a graduated financial advice offering to members, including digital.
Faced with a please explain from the ASX, Sequoia Financial Group has described the exit of Danielle Press as ‘not material’.
Financial services organisations devote many hours responding to Treasury consultations but their efforts remain behind Treasury’s firewall.
Superannuation fund group ASFA has urged the ATO not to seek to impose new rules around member account reporting on Div 296.
Aware Super will providing deeper support for its financial adviser partners by filling a new Senior Manager, Technical Services role.
Aware Super has lifted its FUM to $235 billion and welcomed 85,000 members into the fold as a result of its merger with TelstraSuper.
Fixed income is reaping the rewards of a shift in sentiment among institutional investors leaning into more defensive portfolio positioning.
Bell Asset Management CEO, Michael Lovett says the opportunities are looking particularly attractive in the Australian small caps market.
Amundi’s Debora Delbo says despite fiscal capacity, the manager remains constructive on emerging markets, including EM Asia and EMEA.
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