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Oasis names Lowe as new managing director

... Oasis Asset Management has appointed Wayne Lowe as its new managing director in move intended to strengthen the company's focus on client acquisition and market development. Lowe is one of four founders of Oasis and makes the switch from his previous ...

Zurich wrap passes $2 billion

... Investment Management and Life general manager Barry Tomkinson said reaching this figure demonstrated the company's successful focus on this segment of the market and sent a strong signal about Zurich's likely performance in the platform market in 20 ...

Tower shareholders give nod to spin off wealth management arm

AAP | THURSDAY, 27 JAN 2005

... (AWM) division into a new company. Tower chairman Olaf O'Duill told shareholders that the spin-off would provide better focus for the two businesses. "The decision to spin off Australian Wealth Management marked the end result of a significant rebuilding ...

Growing focus on global LPT market

As the local LPT market becomes more concentrated, Australian institutional investors are focusing their interest on global listed property trusts according to Franklin Templeton Institutional. Global LPT's are known as Real Estate Investment Trusts ...

For Perennial it is as easy as STP

... ramp up its straight through processing (STP) processes, which will allow for more upgraded client reporting and client focus. "STP is an industry initiative and one that we want to be fully ready for," says Perennial managing director Anthony Patterson. ...

HN Financial Partners expand to harbour city

... with funds under management of $200 million, has announced it will be expanding its operations into the Sydney market. The focus of HNFP's Corporate Superannuation Division is on producing tailored corporate superannuation solutions and the division ...

MLC set to grow adviser network

MLC has developed a range of transitional packages as an incentive to align advisers with its dealer group networks. The initiative is the first phase of MLC's new growth strategy. The dealer groups include Garvan Financial Planning, Apogee Financial ...

Mercer names Knox as new principal

... Knox as a principal of its Australia/New Zealand superannuation and actuarial consulting division, a role in which he will focus on government actuarial work and finance and risk consulting. Knox is a well know academic whose previous roles include deputy ...

Fidelity's back office arrangement with JP Morgan

... of JP Morgan as a full service provider in the market. Ohlsson added the outsourcing arrangement will allow Fidelity to focus on its core business of managing money and developing client relationships.

Right direction for Merrill Lynch Australian share fund

Morningstar Research has given Merrill Lynch's Wholesale Australian Share Fund's investment strategy an investment grade rating. The fund has performed poorly over the last three years being outperformed by the index by 3.84 per cent per annum. Several ...

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Federal Court lifts Merhi's travel ban

KARREN VERGARA

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

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

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

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

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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

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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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