Advisers have fuelled the ETF boom by taking a “proactive” approach to building client portfolios with conviction instead of passive allocation.
Dimensional Fund Advisers has announced the launch of the first standalone high profitability trust available to Australian investors.
Financial advice group, Infocus, has appointed Dr Ed Young as its new Chief Technology Officer, effective from 16 February.
ASIC has listed 22 AFSLs who it believes have allowed advisers to utilise the services of lead generators as part of a new review exercise.
The Government should be funding current and future CSLR shortfalls according to ASFA’s response to Treasury’s review of PII.
The Institute of Public Accountants has accused the Govt of throwing small accountants under the bus by failing to act on the big players.
Centrepoint Alliance has moved to sharpen its focus on financial advice by divesting its lending aggregation business to Astute for $400,000.
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Industry funds are calling for a strengthening of the advice PII regime while making it clear they do not want to pay for the CSLR.
Big industry fund HESTA is calling on the Government to legislate to allow super funds to default members into retirement income streams.
Fiducian Group’s business model has delivered a solid lift 15% lift in NPAT as the company promotes the strength of its platform offering.
Australian Ethical has announced the appointment of Mark Puli to the board of its super fund, effective 11 February 2026.
Colonial First State (CFS) has entered partnership with Safewill to give nearly one million members free access to digital Will creation.
Peak union body the ACTU has hit APRA hard accusing it of being more interested in surpluses than protecting super fund members.
Betashares’s Head of Fixed income Chamath De Silva says Australia is emerging as the “cleanest dirty shirt” in global fixed income,
Challenger Limited has reported a robust first half prompting a $150, buy-back announcement and another strategic partnership.
Fidelity International has added Gavin Butt and Sam Besley in key sales role to expand its wholesale distribution capability in Australia.
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