FAAA names Gwen Fletcher Memorial Award winner
The Financial Advice Association has named Andrew Dickinson as the winner of the Gwen Fletcher Memorial Award for semester two of 2023.
October 30, 2023
Schroders appoints equities analyst
Schroders Australia has appointed Elise Kennedy as equities analyst, with responsibilities encompassing technology, healthcare providers/logistics, small cap general retail, and office property trusts.
October 30, 2023
Rising volatility calls for swift adviser action
Financial advisers must be increasingly nimble, agile, and flexible in the current volatile economic and geopolitical environment, according to Asia Group partner and chair Arthur Sinodinos.
October 27, 2023
Close to half of CFA Level III candidates pass the exam
CFA Institute has announced that of 16,035 candidates worldwide who sat for the Level III Program exam in August 2023, 47 per cent passed.
October 27, 2023
WT Financial Group appoints NED
ASX-listed advice group WT Financial Group has appointed Chelsea Pottenger as a non-executive director, replacing Michael Harrison, who is retiring from WTL to focus on external commercial interests.
October 26, 2023
TelstraSuper introduces new retirement income offering
TelstraSuper has launched a new retirement income product, RetireAccess Lifetime Pension, designed to give retirees more confidence to spend money without fear of their savings running out or being eroded.
October 26, 2023
Magellan CEO David George steps down
Magellan Financial Group CEO and managing director David George has departed the business. The group has appointed a new executive chairman, Andrew Formica, while it searches for a replacement.
October 26, 2023
Minchin Moore appoints former Morningstar managing director to its team
Independent private wealth firm Minchin Moore has appointed former Morningstar Australia and New Zealand managing director Jamie Wickham to its team.
October 25, 2023
Betashares launches new investing platform
ETF manager Betashares has launched Betashares Direct, a platform with zero brokerage fees for self-directed retail investors looking to invest in any ETF on the ASX.
October 25, 2023
Fidelity launches global long-short fund in Australia
Fidelity International has launched the Fidelity Global Long Short Fund in Australia.
October 25, 2023
Federal Court finds Diversa did not breach law
The Federal Court has found that Diversa Trustees did not fail to act efficiently, honestly, and fairly or fail to take reasonable steps to ensure its representatives complied with financial services laws. ASIC had alleged that Diversa broke the law by allowing Australian Super Finder, the Australian Dealer Group, and financial adviser Nizi Bhandari to
October 24, 2023
Industry veteran Melinda Howes to steer AMP’s super strategy
Experienced super industry leader Melinda Howes has joined AMP as its group executive for superannuation and investments.
October 24, 2023
