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| | | Future Group is acquiring the Towers Watson Superannuation licence as it looks to bring the trustee function in-house. Future Group entered an agreement with Willis Towers Watson in July 2025 to acquire the extended public offer licence and is currently ... |
| | | | Fidelity International has promoted renowned metals and mining analyst to the rank of portfolio manager Sam Heithersay has been named co-portfolio manager of the local equity funds - Fidelity Australian Equities Fund and Fidelity Funds - Australian ... |
| | | | Evidentia Private has hired a Melbourne-based senior asset consultant to look after financial advice firms in Victoria and Tasmania. Matthew Cho joins from Vanguard, where he was most recently head of its multi-asset solutions business in Australia. ... |
| | | | Padraig Brown has left Mercer after more than 14 years, ending his stint as New Zealand chief investment officer. He is joining NZX-listed Precinct Properties, the country's largest commercial property owner, worth about $3.4 billion. At NZX-listed ... |
| | | | The Australian Financial Complaints Authority (AFCA) received a record number of complaints in 2025, with 111,373 complaints filed in the 12 months to December 31 - up 14% from 2024. Since its establishment, AFCA has received more than 634,000 complaints. ... |
| | | | Colonial First State (CFS) has ceased its partnership with digital advice technology provider Otivo less than two years after joining forces, opting instead to launch an in-house offering called Super Advice. As of February 23, the Otivo digital advice ... |
| | | | The unintended consequences of the passive investing boom are materialising into ownership concentration, short termism and the erosion of long-term value creation, MFS Investment Management warns. Carol Geremia, president and co-head of global distribution ... |
| | | | The cost of comfortable retirement for homeowners at age 67 has reached a record high, according to ASFA's latest quarterly Retirement Standard. A comfortable retirement super balance is now $630,000 for singles, up from $595,000. Couples would ... |
| | | | Home equity release solutions may address the "asset-rich but cash-poor" issue transpiring across older generations who cannot get access to financial advice, Homesafe Wealth says. According to Homesafe the shrinking adviser numbers are contributing ... |
| | | | Mason Stevens has named Leanne Taylor as chief investment officer as it continues its push into the high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments. Mason Stevens said the appointment reinforces its commitment to delivering institutional-grade ... |
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