First Sentier Group announces appointment of new CEO

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First Sentier Group (the Group), the global asset management organisation, is pleased to announce the appointment of Harry Moore as Chief Executive Officer (CEO) of First Sentier Group, effective 1... Read more continue reading

Colonial First State accelerates managed accounts leadership with $20bn milestone, MST Financial partnership and international menu expansion

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Colonial First State (CFS) has announced that over $20 billion is now invested in CFS Managed Accounts, cementing its position as one of the fastest-growing managed account providers in the... Read more continue reading

Fed rate cut signals economic weakness, urging investor caution amid tariff and debt risks  

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The US Federal Reserve’s (the Fed’s) pivot to interest rate cuts is likely a signal of underlying economic weakness that historically leads to a prolonged downturn cycle, Chad Padowitz, co-chief... Read more continue reading

IMAP in conjunction with Milliman releases the 6-monthly Managed Accounts FUM Census long term data series for balance date 30th June 2025

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In the 6 months to 30 June 2025 balance date, Funds Under Management (FUM) in Managed Accounts increased  to $256.24 bn, with reported net inflows of $16.79 bn This is a... Read more continue reading

Accurium research confirms LifeIncome can have a significant role in enhancing retirement confidence and sustainable regular income for Australian retirees

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New independent research recently released by award-winning SMSF actuarial certificate provider, Accurium, has confirmed that LifeIncome – its investment-linked lifetime income product – can materially enhance retirement outcomes and sustainable... Read more continue reading

LGT Crestone announces rebrand to LGT Wealth Management, marking next phase of growth in Australia

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LGT Crestone, one of Australia’s largest private wealth management firms, is proud to announce its rebrand to LGT Wealth Management Australia. This strategic change marks a decisive milestone in the firm’s... Read more continue reading

Gallagher Bassett appoints Grant McDonald to enhance government strategy

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Gallagher Bassett (GB), a leading provider of claims and risk management services, is excited to announce the appointment of Grant McDonald as Government Strategy Leader – Client Services. With extensive... Read more continue reading

BT launches ‘Focus’ a low-cost investment menu including global investment manager Vanguard

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BT has announced its new ‘Focus’ investment menu on BT Panorama, leveraging its managed accounts capability, and partnering with global investment manager, Vanguard Investments Australia Ltd. Focus is designed to... Read more continue reading

Cloudoffis marks growth with two new executive hires and new Sydney CBD headquarters

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Cloudoffis, Australia’s leading provider of cloud-based audit and compliance technology, has unveiled a series of expansion milestones as it accelerates growth beyond SMSF audit automation and into the wider accounting... Read more continue reading

Woodbridge Capital expands Sydney office and appoints Ben Evans as Executive Director, Origination

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Woodbridge Capital is pleased to announce the appointment of Ben Evans as Executive Director, Origination as the firm accelerates its national expansion with the opening of a new Sydney office. Evans brings more than... Read more continue reading