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Linear Financial launches SMA

Melbourne-based fund manager Linear Financial has launched a new SMA product that gives financial advisers access to domestic and international equities, fixed interest and a suite of S&P indices. Linear's managing director Chris Hipkin said the product ...

Managed accounts expands asset mix

... investment administration into one vehicle." And now that other forms of assets can be integrated into managed accounts, advisers can do what superannuation funds do, which award mandates to multiple fund managers depending on their risk and return expectations. ...

Raising stakes in charity

MICHAEL HOBBS | FRIDAY, 11 APR 2008

... veterans including Frank Macindoe, Goldman Sachs JBWere's director of private wealth; Robert Keavney, Centric Wealth Advisers chief investment officer; and Doug McTaggart, QIC chief executive. Also providing their input are Mark Nelson, Caledonia Investment ...

Bad markets, good advice

RUTH LIEW | THURSDAY, 10 APR 2008

... Thomas, head of research and technical at AXA, points out that volatile markets would naturally unsettle both clients and advisers. But advisers should take that as an opportunity to 'engage clients', which seems to be the industry mantra of late. "Everyone ...

Prime Super switches custody

MICHAEL HOBBS | TUESDAY, 8 APR 2008

... Services (NCS) after switching asset consultants to change the fund's investment strategy. Prime Super chose Access Capital Advisers to provide asset consultancy services in November 2006, which resulted in a review of the fund's custodian and eventual ...

Invesco hires ex-JANA exec to lead Aus eq quant

RUTH LIEW | TUESDAY, 8 APR 2008

... form part of the broader IQS team. Prior to his appointment, Roumeliotis held senior investment roles at JANA Investment Advisers, Macquarie Bank and Ord Minnett Securities. He was also the senior portfolio manager in Australian equities at Barclays ...

Asgard names head of investment sourcing

MICHAEL HOBBS | TUESDAY, 8 APR 2008

... "With over $50 billion funds under administration, this is a key role and one that ensures we are best able to provide advisers and their clients with access to funds that deliver on the clients' investment strategies," said Dean Thomas, Asgard general ...

Anderson to head CFS corporate super

RUTH LIEW | MONDAY, 7 APR 2008

... development of new product initiatives and sales and retention strategies as we continue to provide first class service to advisers who want to operate in the corporate super space," said Barrett. Anderson will commence his new role in early May.

IRESS software gets thumbs up

RUTH LIEW | TUESDAY, 1 APR 2008

... 15 per cent in 2006 to 50 per cent in 2007 following the firm's recent acquisitions of PlanTech and VisiPlan. For most advisers, the pre-population of forms by planning software was nominated as the most desired integration improvement to boost their ...

Synchron rolls out new IT system

... marketing tools and an option to run consolidated client reports. Starting next month, the Synchron.net.au website that advisers use will be more client-focused, concentrating on giving clients access to the range of financial service available from ...

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Federal Court lifts Merhi's travel ban

KARREN VERGARA | 12:25PM

Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago.

Hostplus delivers double-digit FY26 returns

RIDDHIMA TALWANI | 12:30PM

Hostplus Balanced (MySuper) option delivered members 10.8% for the financial year 2025-26, while the Indexed Balanced option and the High Growth option returned members 11.06% and 12.61% respectively.

ASIC levy estimates jump 19% as regulator ramps up funding

VINNY VUCAGO | 12:21PM

ASIC has lifted its estimated industry funding levy by almost 20% for 2025-26, with regulated entities expected to shoulder $400.5 million in regulatory costs as the corporate watchdog expands its supervision and enforcement activities.

GQG bleeds over US$7bn in FUM in June

MATTHEW WAI | 12:13PM

Despite recording positive investment performance, GQG Partners observed a significant outflow, with net outflows of $4.62 billion recorded in the month of June, as FUM slipped to $225 billion at June end, compared to $235.5 billion in the month prior.

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Christian Mueller-Glissmann

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When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

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Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

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Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

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Rethinking default design in a changing market environment

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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