Schroders Australia appoints Adam Kibble as multi-asset fund manager

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Schroders Australia has appointed Adam Kibble to the role of fund manager, multi-asset, effective from 1 March 2023. He will be based in Sydney and report to Schroders Australia Chief... Read more continue reading

ASIC publishes Framework to help deliver positive financial outcomes for First Nations people

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ASIC has published its Indigenous Financial Services Framework (Framework). The Framework is part of ASIC’s role in supporting positive financial outcomes for First Nations people. A cornerstone of ASIC developing... Read more continue reading

Changing of the guard in Equity Trustees’ super business

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Australia’s leading independent specialist trustee company, Equity Trustees, has announced the appointment of Andrew Godfrey as Executive General Manager of the Superannuation Trustees Services business. Mr Godfrey replaces Mark Blair,... Read more continue reading

Munro Partners appoints portfolio manager

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Munro Partners (Munro) has appointed Qiao Ma to the newly created role of portfolio manager. She will be based in Melbourne and report to chief investment officer Nick Griffin. Ms Ma... Read more continue reading

QAR recommendations would rapidly accelerate delivery of digital financial advice in Australia says abrdn

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Global asset manager abrdn says key recommendations in the Quality of Advice Review (QAR) could rapidly accelerate the delivery of digital advice by super funds and assets managers like itself... Read more continue reading

Lifespan welcomes key aspects of Quality of Advice Review, but urges caution

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Lifespan Financial Planning, one of Australia’s largest privately-owned financial advice networks, has welcomed key aspects of Michelle Levy’s Quality of Advice Review recommendations, and her bold approach, but says deeper... Read more continue reading

Weekly economic and market update – week ending 10 February, 2023

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Investment markets and key developments Global share markets fell over the last week on hawkish comments from the Fed, higher bond yields and recession concerns.  Australian shares also fell too... Read more continue reading

Australian Ethical expands team with two senior appointments 

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Australian Ethical has appointed Mellanie Lumby as General Counsel and Michelle Wigglesworth as Senior Equities Analyst.   Chief Executive Officer John McMurdo said the appointments were in line with Australian... Read more continue reading

Fidelity bolsters ESG capability with the appointment of Sue Lyn Stubbs

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Fidelity International appoints Sue Lyn Stubbs as sustainable investing analyst. Based in Sydney, Ms Stubbs will focus on ESG engagement and research of sustainable investment thematics. She will also work... Read more continue reading

Michelle Levy headlines expert panel at the National Conference

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The landmark Quality of Advice Review final report released yesterday will be the headline act at the upcoming SMSF Association National Conference where review lead and author Michelle Levy will... Read more continue reading