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Mason Stevens welcomes chief strategy officer
Morgan Stanley's former family office head is now leading strategy for Mason Stevens, as it looks to push into the ultra-high-net-worth space.
Super funds back $9.6bn homegrown platform
Australian superannuation funds Hostplus and NGS Super, among other major investors, have contributed to a US$300 million ($466 million) capital raise for a Melbourne-found global financial platform.
DASH partners with S64
DASH and S64 have announced a strategic partnership to enhance access to private market investments for financial advisers and their clients.
Australian Unity offloads property fund
Australian Unity has agreed to sell the Australian Unity Property Income Fund, saying it will focus the funds management business in different areas.
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Expert Feed
The gatekeeper fallacy: A critical analysis of financial advice regulation in Australia
The current regulatory framework for financial advice in Australia rests on a fundamental misconception that threatens both consumer protection and industry ...
How family shapes our financial futures
It doesn't take our 100+ years of collective wealth management experience to know that intergenerational wealth is a hard problem.
A tale of two conflicting PBRs
What happens if a spouse survives the death of the member but dies before payment has been made?
From red tape to results? DBFO's potential
With only around 15,480 financial advisers in the country at last count, and 800 Australians retiring every day, the profession is facing a severe shortage ...
Featured Profile
Liz McCarthy
CHIEF EXECUTIVE OFFICER, MLC EXPAND
INSIGNIA FINANCIAL LTD
INSIGNIA FINANCIAL LTD
Liz McCarthy has spent her whole life on the move, which has taught her invaluable lessons about life, work and always moving forward. Eliza Bavin writes.
