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| | | OneVue is gaining traction among financial advisers, with its functionality trumping that of Colonial First State's FirstWrap, according to the latest platforms analysis from Investment Trends. Of the 19 full-function platforms studied, OneVue re-entered ... |
| | | | Equity Trustees appointed a grants program manager to oversee one of Australia's largest philanthropic trusts. Ferdi Hepworth takes on the key role for the William Buckland Foundation, which was established in 1964 and has distributed more than $105 ... |
| | | | Fidante-aligned global equities boutique Alphinity Investment Management is welcoming a new senior investment specialist to its team. Andrew Grimes joins Alphinity from Winton Capital, where he was a director. Before that, he was an investment specialist ... |
| | | | ... outlined in APES 110 Code of Ethics for Professional Accountants by auditing his own fund. He also audited the fund of a close family member and another where he was a director of the corporate trustee. Taylor was referred to the regulator by the ATO ... |
| | | | "Stocks, Treasuries Sink on Hawkish Powell Remarks: Markets Wrap" Bloomberg's headline just about sums up last night's activity on Wall Street that saw the S&P 500 index drop by 1.3%; the yield on 10-year Treasuries climb by three basis points to 2.89% ... |
| | | | ... advisers as over-prescriptive. He said the advice industry will see a mass retirement of life insurance advisers at the close of 2023. Pointing to recent CoreData research showing at least 16.5% of advisers plan to exit the industry in the face of new ... |
| | | | ... continue to prevail. In particular, the recent volatility in financial markets, notably also in the exchange rate, deserves close monitoring with regard to its possible implications for the medium-term outlook for price stability." "Therefore, while ... |
| | | | ... agencies play is "very important" or "important." Since the global financial crisis, credit rating agencies have come under close scrutiny. When rating agencies are meant to provide investors with reliable information on the riskiness of debt, they have ... |
| | | | Equipsuper, which manages over $14 billion in funds for more than 75,000 members, has appointed a new head of member advisory. Paul Synhur was most recently Equipsuper's head of risk, having held previous roles in the fund's risk and compliance team. ... |
| | | | The co-head of property at JANA Investment Advisers has taken on a leadership role at a $43 billion industry superannuation fund. Rhonda Spagnol is now head of property at Cbus, responsible for strategy development and oversight of the property sector. ... |
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