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| | ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications. Adele Baaini, while working as a representative for licensee AAN Wealth Management, has been ... |
| | | The budding consulting firm has added the former chief executive of Blue Orbit Asset Management and U Ethical Investors' former head of ethics and impact. Impact Alpha Partners was founded late last year by Andrew Huang, a former senior investment manager ... |
| | | First Sentier Investors (FSI) is shuttering four investment teams, seeing the exit of 30 professionals by the end of the year and the loss of about $14 billion in assets under management. The investment manager this morning announced that its locally ... |
| | | JANA Investment Advisers has announced the appointment of Habib Chebli as director, client development. Chebli will be based in Melbourne and will be responsible for relationships with wholesale and institutional clients. He will be focused on enhancing ... |
| | | Woodbridge Capital has appointed Equity Trustees as the responsible entity of its new retail fund, the Woodbridge Secured Income Fund. Equity Trustees executive general manager, corporate and superannuation trustee services Andrew Godfrey said he is ... |
| | | Australia's budget balance as a share of gross domestic product (GDP) was second among G20 nations last year, improving from 14th in 2021, according to the International Monetary Fund (IMF). Australia's budget balance was -0.9% of GDP in 2023, surpassing ... |
| | | TCorp, the NSW government's investment and financial management arm, has strengthened its client relationship team with three important promotions. Jennifer Roberts, Yvonne Blunt and Christine Evers have all been elevated to more senior roles. First ... |
| | | The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share. Rainmaker's analysis of the ASIC Financial Adviser Register (FAR) shows that the population ... |
| | | The annual list of the world's most innovative wealthtech companies was recently released, with several Australian firms making the cut. Iress, GBST, Practifi, Lumiant, and Ignition Advice were all on the list, which was selected by a panel of industry ... |
| | | Apostle Funds Management announced the appointment of Stuart James to the newly created role of head of wholesale, effective immediately. James will support head of global distribution Kimon Kouryialas in the delivery of Apostle's investment solutions. ... |
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