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BT launches new managed accounts offerings
HARRISON WORLEY  |  MONDAY, 21 JAN 2019
BT Financial Group launched a suite of managed accounts on its flagship platform, and said further additions will soon follow. Six active diversified managed portfolios have landed on BT Panorama's full and compact menus, offering clients different ...
Kelly O'Dwyer to leave parliament
HARRISON WORLEY  |  MONDAY, 21 JAN 2019
Former financial services minister Kelly O'Dwyer will retire before the next election. In an announcement on Saturday, Member for Higgins Kelly O'Dwyer said she would not recontest the next federal election, citing personal reasons. "After much ...
Norwegian pension fund drops WHSP
HARRISON WORLEY  |  FRIDAY, 18 JAN 2019
Norges Bank decided its Government Pension Fund Global should drop Washington H. Soul Pattinson from its investment universe. Norges Bank's Government Pension fund Global has axed Washington H. Soul Pattinson from its investment universe based on ...
Sydney's latest high net-worth individual
HARRISON WORLEY  |  FRIDAY, 18 JAN 2019
Sydney's HNWI community is set to welcome its latest member, after a woman suddenly became $107 million richer. A mother in her 40s will rocket into Sydney's high net-worth individual set, after she took out the division one prize in Thursday's ...
Female board representation increases in Australia: MSCI
HARRISON WORLEY  |  FRIDAY, 18 JAN 2019
Latest MSCI research shows more women joined Australian company boards in 2018. The proportion of women holding seats in Australia's boardrooms grew 2.8 percentage points last year. The proportion of female seats in Australian boardrooms now sits ...
Macquarie Capital bolsters regional industrials team
HARRISON WORLEY  |  THURSDAY, 17 JAN 2019
Macquarie Capital has strengthened its industrials team in the Americas with a series of appointments. The corporate advisory, capital markets and principal investment arm of Macquarie Group appointed two senior managing directors to co-head its ...
MLC expands customer experience efforts
HARRISON WORLEY  |  THURSDAY, 17 JAN 2019
MLC Life Insurance appointed its first chief customer experience officer. Former KPMG partner Louise Portelli has been appointed to lead the life firm's customer experience efforts, and will link with MLC in March. Reporting to chief executive ...
Vale John Bogle
HARRISON WORLEY  |  THURSDAY, 17 JAN 2019
Vanguard founder John Bogle has passed away at the age of 89. The investment legend who introduced the first index mutual fund for investors, died today in Bryn Mawr, Pennsylvania. Vanguard chief executive Tim Buckley paid tribute to Bogle, and ...
Aussies want budget help: MoneySoft
HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
An Aussie fintech says budgeting and cashflow management are more important to young people than holistic financial advice. Citing findings from ING and Rice Warner's MyGeneration report released late last year, MoneySoft today said budgeting and ...
3.5 million Aussies give financial advice to friends and family: Roy Morgan
HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
Roy Morgan research shows millions of Australians are trusted advisers to their friends and family when it comes to finance and investment decisions. The research shows more than 17% of Australians are asked to advise on the financial matters of ...
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