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Allianz Retire+ rejigs executive team, product and marketing chief exits

KARREN VERGARA  |  WEDNESDAY, 22 OCT 2025
Allianz Retire+ has unveiled a new executive lineup that will move on without a chief product and marketing officer, and operations lead. Chief product and marketing officer Simon Aboud has left the business, Allianz Retire+ confirmed. Aboud joined ...

Listed asset managers trail ASX 200 in 2025: Morningstar

RIDDHIMA TALWANI  |  WEDNESDAY, 22 OCT 2025
... segments - such as private credit or specialised fixed income strategies - are relatively better positioned to grow," it read. It noted that traditional active managers face continued market share losses, as many still charge high fees that are difficult ...

Lonsec recruits sales head

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
Lonsec Research and Ratings has appointed a head of sales, hiring from Challenger Ltd. Anna Schofield brings over 25 years of experience working in financial services distribution and strategic client engagement roles. Before her nine years at Challenger ...

Equity Story to raise $3.5m to enter property sector

RIDDHIMA TALWANI  |  THURSDAY, 16 OCT 2025
... of advisory firm Baker Young. In an ASX release last week, it said that the acquisition has been terminated. The release read: "Equity Story advises that the conditions precedent for the completion of the acquisition of the business and assets of Baker ...

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
... superannuation trustees," Longo says. "They were persuaded to do this through perhaps responding to something they've read. They get called by a lead generator, someone who excites further their interest, and then get connected with a licensed financial ...

BlackRock looks to add Bitcoin ETF to local suite

MATTHEW WAI  |  WEDNESDAY, 15 OCT 2025
BlackRock is gearing up to list a Bitcoin ETF for Australian investors, according to ASIC filings. Last month, a new managed investment scheme titled 'iShares Bitcoin ETF' appeared on the ASIC Register, followed by the registration of a 'Trustee ...

ASIC cancels CPG Research & Advisory's AFSL

RIDDHIMA TALWANI  |  FRIDAY, 10 OCT 2025
... investment management, research and consulting for 23 years. A recent post on his LinkedIn said: "Don't believe everything you read on the internet." ASIC in its release noted that CPG has the right to appeal the decision for review to the Administrative ...

Instos continue to bite on risk: State Street

MATTHEW WAI  |  THURSDAY, 9 OCT 2025
State Street Markets' latest research indicates institutional investors are overweight on risk and appear to be content with that position. The State Street Risk Appetite Index for September remained positive, continuing a five-month streak of upbeat ...

HESTA hits $100bn in assets

RIDDHIMA TALWANI  |  WEDNESDAY, 8 OCT 2025
HESTA has surpassed $100 billion in funds under management, which it hopes will help to bring down costs and deliver sustainable returns. HESTA's chief executive Debby Blakey said the increased scale helps the fund to access a larger and more diverse ...

Retail investors want true hedge fund exposure: Morningstar

KARREN VERGARA  |  WEDNESDAY, 8 OCT 2025
... personal risk tolerance, retail investors can thoughtfully include hedge funds as part of a broader portfolio," the analyst note read. Barriers to entry remain significant for non-institutional investors. High minimum investments, eligibility restrictions ...