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| | | ... O'Brien will join the property research team, James Leos will focus on private equity research, and Tina Nguyen will cover infrastructure research. Leos comes from IFM Investors, where he was most recently an executive director in the private equity ... |
| | | | A financial adviser who failed to provide appropriate superannuation contribution advice has been ordered by the Financial Services and Credit Panel (FSCP) to undertake further education. The adviser, referred to as "Mr. D", provided advice that led ... |
| | | | ... out of whack with estimates. "We are shocked to see an estimated figure of $70 million for the financial advice sector, to cover the cost of claims in the 2025-26 financial year. We have also been told that the numbers could be even higher for the 2026-27 ... |
| | | | Financial Services Council (FSC) chief executive Blake Briggs has said the regulatory pendulum for the superannuation, funds management, and financial advice sectors has swung too far over the last decade under successive governments. It's time for ... |
| | | | Victorian Funds Management Corporation (VFMC) has fine-tuned its absolute returns team following an overhaul of the investment function late last year. The absolute returns team manages private credit and hedge fund exposures within client portfolios. ... |
| | | | Perpetual has seen assets under management (AUM) rise 3.6% to $230.2 billion in the second quarter to December 2024, but also sustained outflows of $3.8 billion and negative market movements amounting to $4.1 billion. Perpetual chief executive Bernard ... |
| | | | Labor frontbencher, assistant treasurer and minister for financial services Stephen Jones is retiring from politics and will not contest the upcoming federal election. Jones spent 15 years as the member for Whitlam - covering Illawarra and the Southern ... |
| | | | Traditional active managers should expect a rougher path ahead as they face growing challenges from industry superannuation funds, as well as the continued strong flows into exchange-traded funds (ETF), a new report found. According to Morningstar's ... |
| | | | ... fortnight or $43,000 per year - SCA said $310,00 in savings would be required until age 90; the Age Pension would typically cover 67% of retirement expenses. For single retirees planning to spend at a "high-level" - $2270 per fortnight or $59,000 per ... |
| | | | Small cap specialist Josh Phillips has quit Aware Super to join Tyndall Asset Management's equity investment teams as a co-portfolio manager. Phillips will work alongside James Nguyen to help drive the performance of Tyndall AM's small companies' ... |
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