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Ipac appoints Challenger to add active return

Ipac is adding active return to it's Australian Shares manager portfolio by reshuffling to include Challenger Financial Services Group but reducing allocation to BGI and UBS amongst others. Challenger has an active market orientated approach, and will ...

Asgard re-aligns products into high touch low touch

... depending on the product used by the investor, to offer flat fees, bundle greater emphasis upon diversified portfolios, and focus upon clients who may have lower account balances. By contrast, for example, the high touch eWrap services recommend a client ...

Print Super appoints two BDMs

... says "In the past, our regional managers would also handle 'mychoice' but we decided that we needed additional resources to focus on it alone and hence these two new roles." Print Super has more than 60,000 members and crossed the $1 billion assets under ...

Wealthtrac appoints Head of Distribution

Midsize platform group Wealthtrac has appointed Mathew Johnson as the new Head of Distribution to lead their penetration push into advisory groups looking for an independent platform. Wealthtrac is national dealer co-operative with over $300 million ...

Morningstar sees benefits in Tyndall's active approach

... findings from the report include TASWP's relative stable investment options with a core-value holding which comes from its focus on larger-sized companies and a moderate approach to value investing.

Financial advice quality is improving: CPA Australia

One third of investors believe the quality of financial advice has improved in recent years, according to a research report detailing consumer attitudes to financial planning that has just been released by CPA Australia. The independent report, which ...

FPA appoints new chair

The Financial Planning Association (FPA) has elected directors Corinna Dieters as chair-elect and Sarah Brennan as deputy chair-elect for 2006. Dieters will replace the outgoing Kathryn Greiner who completes one year as chair in November. "While we ...

Fidelity releases HR toolkit for advisers

Funds management group Fidelity is set to launch a series of practice management software programs designed to help financial planners run their business more efficiently. The first module of PracticeOne, packaged in an interactive CD-Rom, was launched ...

Babcock & Brown secures profit

Babcock & Brown has posted a net profit of $78.2 million with an increasing proportion of revenues being derived from investment management and principal investment activities. The real estate division of Babcock & Brown delivered $169.6 million in ...

Fincorp pulled up by ASIC for misleading advertising

Another advertising campaign has been pulled up by ASIC this week, this time with the retail based financial group Fincorp Investments being issued with an Enforceable Undertaking for misleading statements. Fincorp's advertising campaign, which appeared ...

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Federal Court lifts Merhi's travel ban

KARREN VERGARA | 12:25PM

Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago.

Hostplus delivers double-digit FY26 returns

RIDDHIMA TALWANI | 12:30PM

Hostplus Balanced (MySuper) option delivered members 10.8% for the financial year 2025-26, while the Indexed Balanced option and the High Growth option returned members 11.06% and 12.61% respectively.

ASIC levy estimates jump 19% as regulator ramps up funding

VINNY VUCAGO | 12:21PM

ASIC has lifted its estimated industry funding levy by almost 20% for 2025-26, with regulated entities expected to shoulder $400.5 million in regulatory costs as the corporate watchdog expands its supervision and enforcement activities.

GQG bleeds over US$7bn in FUM in June

MATTHEW WAI | 12:13PM

Despite recording positive investment performance, GQG Partners observed a significant outflow, with net outflows of $4.62 billion recorded in the month of June, as FUM slipped to $225 billion at June end, compared to $235.5 billion in the month prior.

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Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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