Editor's Choice
As investors seek to integrate ESG data into their investment processes, they can mistakenly conflate ESG scores in practice with more familiar financial quality metrics, new research from Eaton Vance has revealed.
One of the nation's largest super funds has joined forces with Women's Legal Service Victoria (WLSV) to simplify the process of splitting super assets.
Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%.
The executive manager of operations at a $17 billion industry superannuation fund resigned recently, with a replacement yet to be appointed.
HARRISON WORLEY   A privately-owned licensee is launching a support service to assist advice firms in transitioning to an individual AFSL and has appointed a national practice consultant to lead the initiative.
ELIZABETH MCARTHUR   Former financial adviser and TV show host Sam Henderson has spoken out for the first time since his Royal Commission appearance and subsequent ASIC ban, taking to the XY Adviser podcast to describe the impact events of the last 18 months have had on his life.
KANIKA SOOD   As underperformance continues to plague active managers, here are the names of the Aussie shares funds that managed to beat the S&P/ASX 200 in the year to October.
KANIKA SOOD   Pinnacle Investment Management has bought a 25% stake in Christopher Joye's credit boutique in a transaction that values it north of $116 million.
ALLY SELBY   Super Consumers Australia (SCA) has slammed AMP in an open letter to the board; criticising the wealth giant for significant delays in its "abhorrent" handling of group insurance claims.
HARRISON WORLEY   The use of cold calling to sell direct life insurance will be prohibited in the New Year.
ELIZABETH MCARTHUR   The Australian Tax Office has issued a warning against promoters of illegal self-managed superannuation schemes.
HARRISON WORLEY   ASIC has taken action against three SMSF auditors for breaches and deficiencies in their auditing.
BENJAMIN ONG   Not even Christine Lagarde wants to come out with all guns blazing in her debut as the new president of the ECB.
BENJAMIN ONG   The US has come a long way, baby. From US recession worries to the prospect of a resumption of hikes in interest rates by 2021. Not a good look for Westpac's Bill Evans...
ELIZA BAVIN   ASIC has taken steps to wind up an unregistered managed investment scheme.
ELIZA BAVIN   ASIC has called on the superannuation industry to improve consumer outcomes in relation to life insurance provided through superannuation.
KANIKA SOOD   Pendal's head of family offices has moved to Phil King's alternatives house Regal Funds Management which has just restructured its distribution team.
HARRISON WORLEY   MLC Wealth has again reshuffled its leadership, with the firm's general manager of advice stepping down.
ELIZABETH MCARTHUR   First State Super and VicSuper have confirmed a merger will go ahead, naming the chief executive and chair for the combined $125 billion fund.
ELIZA BAVIN   One of the nation's largest super funds has joined forces with Women's Legal Service Victoria (WLSV) to simplify the process of splitting super assets.
KANIKA SOOD   A registry provider that represents 42 fund managers has integrated with Calastone's reporting solution.
ALLY SELBY   Listed fintech Cashwerkz has partnered with Complii FinTech Solutions; a secure, centralised digital platform, to automate the compliance process for stockbrokers and financial advisers.
KANIKA SOOD   In a research note sent to clients, Morgan Stanley Wealth Management's Nathan Lim shared the four Australian ETFs the firm prefers over the rest.
KANIKA SOOD   Jeff Chapman, whose net worth is pegged at more than $800mn, speaks to Financial Standard about his family office investments including Bennelong Funds Management, and generosity.
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