Former investment manager, Brett Paul Trevillian, has been sentenced for forging performance reports related to managed discretionary account (MDA) investments. Trevillian was sentenced in the Sydney ...

In this episode of Relative Return, host Laura Dew speaks with Eric Braz, MFS portfolio manager on the global small and mid-cap fund, the MFS Global New Discovery Strategy, to discuss the power of ...

Australia’s hybrid bond market rarely makes headlines, but in recent weeks it has been firmly back in the spotlight. The Australian Prudential Regulation Authority (APRA) recently revealed plans to ...

A team of specialists can provide a better experience for clients, according to Findex, with advisers and accountants urged to have a close relationship. A financial adviser’s role is to focus on ...

Reporting to director and head of fixed income Michael Frearson, Chapman will lead the management of its Real Income Fund. This aims to provide investors with an enhanced income stream with a target ...

PGIM, the global asset management arm of Prudential Financial, has appointed Jacques Chappuis as its new president and chief executive. Chappius will join the US$1.4 trillion business in May 2025 and ...

The Supreme Court of Queensland has issued an order restraining Advanced Wealth Financial Services and former financial adviser, Richard Gardner, from carrying on a finan ...

Perpetual has announced new global leadership appointments, including a hire from State Street Global Advisors (SSGA), as it prepares to separate the asset management division into a standalone ...

Platform Praemium has updated on the progress of its integration with OneVue, which it acquired from Iress earlier this year. It was announced in April that Praemium had completed the acquisition of ...

Over 70 per cent of financial advisers regularly work with other specialists in tax, aged care and estate planning to meet increasingly complex client needs. Viridian Advisory’s Adviser Sentiment Poll ...

LGT Crestone has signed an agreement to acquire Commonwealth Bank of Australia’s (CBA) personal advice business, Commonwealth Private Advice. In an announcement on 11 November, LGT Crestone confirmed ...

Financial advisers are urging fund managers to improve their education and communication about alternative funds as they actively target them towards retail clients. Alternatives are growing in ...