Lonsec continues to support the growth of Managed Accounts 

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Lonsec has expanded its support of Managed Accounts on the AMP North and CFS FirstWrap platforms with the launch of its Lonsec Listed Managed Portfolios. The portfolios harness the depth... Read more continue reading

ECP Asset Management appoints Amy Teh as principal

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ECP Asset Management has appointed Amy Teh in the newly created role of principal as it moves to expand its footprint into the broader Australian market. In this role, Ms Teh... Read more continue reading

iExtend builds momentum with leading industry appointments

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Market entrant iExtend has made a number of senior appointments to its leadership and distribution teams, adding further experience and resources to support financial advisers seeking a more flexible and... Read more continue reading

ClearView unveils top three priorities for industry reform

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Slashing advice paperwork, no further changes to risk commissions and measures to support stable, sustainable income protection solutions should be top of the financial services industry’s reform agenda as it... Read more continue reading

Mason Stevens appoints Chief Investment Officer and Chief Financial Officer

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Mason Stevens has appointed Jacqueline Fernley as Chief Investment Officer (CIO) to their growing business. As Mason Stevens Chief Investment Officer (CIO), Fernley will lead the firm’s asset management specialists,... Read more continue reading

WealthO2 renames as DASH to reflect new vision and next phase of growth 

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Advice software and platform solutions provider WealthO2 has announced that the group will begin operating under the name DASH Technology Group and brand itself as DASH. The re-name strategy reflects... Read more continue reading

Equity Trustees appointed by AFL Players’ Association

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A working partnership between the AFL Players’ Association (AFLPA) and Equity Trustees established back in 2011 has expanded with Australia’s leading trustee being awarded responsibility to manage and grow the... Read more continue reading

Investment Trends and Finura Group work together to deliver deep quantitative research

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Leading industry market research firm, Investment Trends, and independent global technology consultancy, Finura Group, are working together to deliver deep quantitative research and an enhanced experience for clients who want... Read more continue reading

Insight Investment names CEO for North America

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Insight Investment, one of the world’s largest asset managers[1] with GBP £867.1bn (USD $1.1tn) under management, has announced the appointment of David Leduc as Chief Executive Officer, Insight North America... Read more continue reading

Top mark for fees but Australia lags on regulation and disclosure: Report

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Fees in the managed funds industry continue to fall, yet there is room for improvement, according to Morningstar’s Global Investor Experience Study. The published first chapter, Fees and Expenses of... Read more continue reading