Infocus announces the departure of Managing Director & CEO

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The Board of Directors of Infocus Wealth Management announce the departure of Managing Director and CEO Rod Bristow. Roy McKelvie, Chairman of the Board of Directors said “The Board would... Read more continue reading

New European Regulations to impact Australian firms – MiFID II deadline looms

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Australian financial services entities including funds, brokers/traders and trustees of self-managed superannuation funds may be unable to transact with European counterparties from 3 January 2018 if they don’t yet have... Read more continue reading

Zenith Sector Review: Multi asset investment bonds dominate for the first time

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Zenith has released ground-breaking research that reveals that multi asset strategies are driving a seismic shift in the asset allocation of its highly rated Investment Bond managers. In the 6... Read more continue reading

PM Capital Asian equities fund added to Netwealth menus

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The PM Capital Asian Companies Fund (‘Fund’) is now available on Netwealth platforms, giving more investors the opportunity to take advantage of a differentiated approach to the world’s fastest-growing region.... Read more continue reading

Generation Life to support Australians with life stage financial solutions

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Austock Life has formally rebranded to Generation Life. Executive Chairman of the Generation Group, Rob Coombe, said the new name reflects the company’s vision to talk directly with Australians and... Read more continue reading

Calastone to bring mutual funds market onto blockchain in 2019  

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Global funds transaction network Calastone today announced that the technology underpinning its transaction network will be migrated onto a full blockchain-enabled infrastructure. Calastone’s network connects more than 1,300 financial service... Read more continue reading

Honan Insurance Group and MBS Insurance partner in JV to improve life insurance solutions for clients   

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Australian owned insurance and financial services broker Honan Insurance Group CEO Damien Honan and leading risk specialist practice MBS Insurance partner Drew Burden have announced they have joined forces to... Read more continue reading

Grant Samuel appointed responsible entity of Munro Global Growth Fund

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Grant Samuel Funds Management (GSFM) has been appointed responsible entity (RE) of the Munro Global Growth Fund following approval in a vote by unitholders. Munro Asset Management Limited, the AFSL... Read more continue reading

Strengthening client relationships through philanthropy

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Raising the idea of philanthropy with clients can result in stronger client relationships for financial advisers, and can provide better outcomes for charities as well, says Emma Sakellaris, executive general... Read more continue reading

Legg Mason’s 2017 Corporate Social Responsibility Report shows enhanced focus on ESG investments, commitment to stronger PRI engagement

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Legg Mason, one of the world’s largest funds management groups, has published its annual Corporate Social Responsibility Report, for fiscal year 2017 [1] . This report reflects the combined effort and contribution of professionals within... Read more continue reading