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La Trobe Financial appoints client partnerships manager

ALEX BURKE  |  MONDAY, 5 FEB 2018
Following on from its acquisition by Blackstone, La Trobe Financial has appointed a new senior manager of client partnerships. Mark Simmons joins La Trobe Financial from Choice Home Loans, where he was a business development manager. Before that, he ...

Thomson Reuters sells analytics business to institutional investors

DARREN SNYDER  |  FRIDAY, 2 FEB 2018
... News will continue to have complete editorial independence from F&R and Thomson Reuters. The transaction is expected to close in the second half of 2018.

Insto investors looking for company transparency: Research

ALEX BURKE  |  FRIDAY, 2 FEB 2018
Institutional investors are looking for detailed disclosure from portfolio companies about their strategy and goals, board composition and ESG commitments, according to research from global consultancy Morrow Sodali. The research was based on a survey ...

Responsible investment here to stay: Experts

DARREN SNYDER  |  THURSDAY, 1 FEB 2018
One of Morgan Stanley's head researchers is challenging the myth that sustainable, ethical or responsible investing ultimately leaves investors short-changed. Morgan Stanley head of wealth management research Nathan Lim said when you compare the average ...

Consistent growth fuels Future Fund cyber fears

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2018
The constant risk of a cyberattack on the Future Fund's investment portfolio is among its top concerns. Future Fund chairman Peter Costello said in a portfolio update this morning that the sovereign wealth fund considers cybersecurity risk to be a major ...

Advisers flock to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
... group's funds under management, administration, advice and supervision, IOOF placed its total FUMA at $120 billion as at the close of 2017. Funds under supervision totaled $34.6 billion. IOOF attributed $1.6 billion of this to the 43 advisers that joined ...

Fortnum manager becomes planning coach

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
... planning firms to achieve their full potential," Charlton said. Having been a principal of a financial planning practice for close to 10 years, setting up and running a licensee, and holding previous roles as the national recruitment manager for leading ...

New degrees introduced to minimise adviser exodus

JAMIE WILLIAMSON  |  TUESDAY, 30 JAN 2018
Financial advisers looking to pursue tertiary qualifications in preparation for incoming education and professionalism reforms may be able to do so via Swinburne Online from February 2018. The university will offer five new business and accounting degrees ...

2017 AGMs less tumultuous: ASIC

KARREN VERGARA  |  TUESDAY, 30 JAN 2018
The number of top 200 ASX-listed companies that received a strike against pay resolutions in 2017 has dropped, as shareholders increasingly become more engaged during proxy season, ASIC says. The corporate regulator, which closely monitors the outcomes ...

FSC and FOS appoint former ASX chief risk officer

ALEX BURKE  |  TUESDAY, 30 JAN 2018
The Financial Services Council and Financial Ombudsman Service named the chair of the committee tasked with overseeing the implementation of the Life Insurance Code of Practice. Anne Brown joins the Life Code Compliance Committee (LCCC) while also serving ...