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| | | ... capital. Her career also includes senior investment roles at Wilson HTM, Magellan Financial Group, JBWere and Colonial First State Global Asset Management. She said the appointment reflected a point at which investment management becomes increasingly ... |
| | | | Former Keystone Asset Management director Paul Chiodo is suing City Built, its director Roberto Filippini, and members of his family, who are tied to the collapse of the Shield Master Fund, for $200 million, alleging they engaged in a wide-ranging scheme ... |
| | | | The SILC Group has appointed fund governance executive Kylie Holbrook in the newly created role of head of trustee and responsible entity solutions. Holbrook will report to Michelle Tay, group executive director, working closely with the leadership ... |
| | | | Financial advisers could soon spend less time piecing together clients' histories and more time acting on them, as Marloo launches an artificial intelligence (AI) tool that searches entire client books alongside new research showing consumers are increasingly ... |
| | | | ASIC has extended its cooperation with the Financial Markets Standards Board (FMSB) for another three years, continuing a partnership focused on the development of global standards for fair and effective wholesale financing markets. The extension will ... |
| | | | ... throughout all of that, you're still earning that yield across a diversified portfolio of Australian government bonds, state government bonds and a mix of credit securities as well." MAM head of ETFs Blair Hannon said: "As the Australian ETF market ... |
| | | | ... financial education and advice team at Superpartners for two years. She was a team manager for advice and engagement at First State Super from 2011 to 2015 and joined TelstraSuper in the same year, serving in various leadership positions, including heading ... |
| | | | My Dealer Services (MDS) has called on Treasury to assess the Financial Services Council's (FSC) latest proposal to lift levies paid by licensees to ASIC, which it describes as an "attack" on small licensees. MDS has written to the Treasury to intervene ... |
| | | | Netwealth has agreed to acquire Australian advice technology provider Paradino for $20 million upfront in a bid to expand its offering beyond platform administration and into artificial intelligence-enabled advice workflows and automation. The deal ... |
| | | | ... retirement," Rogan said. Both portfolios are now available on CFS Edge, with a minimum investment of $5000. Colonial First State executive director, managed accounts, Francy Taylor said the portfolios broadened the retirement options available to advisers ... |
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