PAN-Tribal announces new Fund to its lineup

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PAN-Tribal Asset Management has announced the recent launch of the Jennison Global Equity Opportunities Fund, which will invest primarily into the AUD unhedged share class of a UCITS fund managed... Read more continue reading

Four State Street Global Advisors Funds Receive “Highly Recommended” or “Recommended” Ratings by Lonsec

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Australian investment research and ratings provider Lonsec has upgraded three State Street Global Advisors’ ETFs, one of which has received their top ‘Highly Recommended’ rating. These ETFs are SPDR® S&P®/ASX 200 Fund (STW), SPDR® S&P®/ASX... Read more continue reading

Top advisers recognised at 2024 FAAA Awards

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The winners of the FAAA annual awards have been announced at this year’s FAAA Congress in Brisbane. The awards are a highlight of the FAAA calendar and recognise members who deliver the... Read more continue reading

First Sentier Investors announces key leadership appointments

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First Sentier Investors, a leading global investment manager, is pleased to announce two key leadership appointments, effective 1 January 2025. Harry Moore, currently the Global Head of Distribution, Marketing, and... Read more continue reading

Advisers remain bullish on global equities and Aussie small caps, Fidante research reveals

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Global equities and Australian small caps present the greatest opportunity for local investors in the coming six months, but current high valuations and economic headwinds remain front of mind for... Read more continue reading

FirstChoice client onboarding now integrated with Morningstar AdviserLogic

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Colonial First State (CFS) and Morningstar has announced new functionality on the FirstChoice platform which enables advisers to utilise existing client data via seamless integration with Morningstar’s AdviserLogic software. Developed... Read more continue reading

Frontier boosts markets capability

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Frontier Advisors has boosted its financial markets and economic analysis depth with the appointment of Alexandra Veroude who will join the asset consulting firm’s Capital Markets and Asset Allocation Team.... Read more continue reading

ASFA and JANA unite to strengthen industry standards with Investment Manager Operational Risk Guidance Note ahead of APRA’s CPS230

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The Association of Superannuation Funds of Australia (ASFA) and JANA Investment Advisers (JANA) have announced they will lead an industry cross-collaboration to replace and uplift previous industry guidance around investment... Read more continue reading

Bell Financial Group appoints industry veteran to Bell Potter

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Bell Financial Group Limited (ASX:BFG) has announced the appointment of Phil Schofield as a Director in Bell Potter’s corporate finance team based in Sydney. He joins from Pengana Capital Markets... Read more continue reading

FAAA launches strategic plan for 2030

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Speaking on the opening day of the 2024 FAAA Congress in Brisbane yesterday (Wednesday 27 November), chair David Sharpe outlined the strategic vision and priorities that will take the FAAA... Read more continue reading