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RQI Investors forays into ETFs
|RQI Investors is making a strategic pivot, unveiling its first-ever ETF across the 18-year history of the business, with its parent company coming in as the ETF's initial investor.
Frontier Advisors awarded investment advice mandate
|Frontier Advisors has been appointed as an external investment consultant by an ASX-listed group after it suffered a reduction of nearly $30 million in net investment income in FY26.
AustralianSuper scores Moody's top credit rating
|AustralianSuper has become the first Australian superannuation fund to receive an AAA long-term issuer rating from Moody's. It has assigned a stable outlook to the rating.
MUFG expands InvestStream partnership with minority stake
|MUFG Retirement Solutions has expanded its partnership with InvestStream by acquiring a minority interest in technology provider.
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Jacqueline Fernley
CHIEF EXECUTIVE OFFICER
ARC POINT OCIO PTY LTD
ARC POINT OCIO PTY LTD
Jacqueline Fernley is a self-confessed nerd, a market animal and as of this year, her own boss. Riddhima Talwani writes.







If I was a Bank planner I'd find this very insulting. You'd have to have rocks in your head to work as a planner for a bank and put up with this. It's not the planners that need ethics training, it's the senior management of the organization that pressure more junior staff to meet sales targets, to sell so much of XYZ product. Why haven't middle and senior management had to undergo ethics training? The ethics of an organization are influenced from the top and work its way down. The sooner bank planners are segregated from the broader planning community the better.
So 500 AMP advisers and others from the 4 banks are lining up to learn about ethics
Is it thus true to say these people have been advising in an ethics-free zone all these years? Sounds like a lot of SOAs may need to be reviewed.
Ethics are a part of most peoples value system - you either have ethics or you don't. And if you don't practice it every day already, a training course is useless.
And I suppose all those bank sales managers who pressure advisers to meet quotas will be attending as well.