GSFM appoints key account manager for NSW

From

Fund manager GSFM has appointed Andrew Koolman to the role of key account manager for NSW. He will be based in Sydney and will report to head of retail distribution... Read more continue reading

Apostle Funds Management launches first ethical high yield credit fund

From

Apostle Funds Management (AFM) has announced the launch of its ethically screened high yield credit Fund (the Fund). The Fund is accessible to wholesale investors and adds to the boutique... Read more continue reading

Practifi bolsters go-to-market strategy and prepares for growth

From

Practifi, a performance optimisation platform for the wealth management industry, is excited to announce the promotion of Umesh Banga as the company firms up its global product expansion plans and... Read more continue reading

Northern Trust announces Capital Markets appointments to support global business growth

From

In line with its continuing growth and momentum, Northern Trust has made a series of appointments within its global Capital Markets business and established a Capital Markets Client Solutions team.... Read more continue reading

AFA and Zurich Adviser of the Year Award 2022 – finalists announced

From

 The Association of Financial Advisers (AFA) and Zurich have announced the finalists in the 2022 Adviser of the Year Award, with the winner to be announced at the AFA Thrive... Read more continue reading

FPA releases updated Professional Code in a move to principles-based regulation of members

From

After extensive member consultation, The Financial Planning Association of Australia has updated its Professional Code (the FPA Code), to support its members in continuing to uphold the highest standards in their... Read more continue reading

AFA and TAL Female Excellence in Advice Award 2022 – finalists announced

From

The Association of Financial Advisers (AFA) and TAL have announced the finalists in the 2022 Female Excellence in Advice (FEIA) Award, with the winner to be announced at the AFA... Read more continue reading

FPA welcomes CSLR but cautions on scope

From

The Financial Planning Association of Australia (FPA) has welcomed the tabling in Federal Parliament of the Financial Services Compensation Scheme of Last Resort Levy Bill 2022 (CSLR). FPA CEO Sarah... Read more continue reading

Seven key charts for investors to keep an eye on in assessing the investment outlook

From

Key points While we are optimistic on a 12-month horizon, shares are at high risk of further falls and a re-test of their June lows in the short term given... Read more continue reading

Legacy pensions and rules for non-residents head Budget submission

From

The SMSF Association is urging the Federal Government to address two critical issues – legacy pensions and extending the temporary absence rule for non-residents – in its 2022-23 Federal Budget.... Read more continue reading