New role at Future Fund for Samild
Ben Samild has been promoted to deputy chief investment officer at Future Fund. More
Moves of the week
New role at WTW for O'Gorman
Aongus O'Gorman has been promoted to lead the Australian investments team for global advisory Willis Towers Watson. More
Vamos to chair Governence Institute of Australia
Former ASFA chief Pauline Vamos has been appointed chair of the Governance Institute of Australia. More
Allianz Partners name CEO
Allianz Partners Australia has appointed Chris McHugh as its new chief executive officer. More
Cromwell appoints Callaghan as CEO
Cromwell Property Group has appointed Jonathan Callaghan as its new chief executive officer. More
De Gori to depart FPA
Dante De Gori has signalled his intention to step down from the Financial Planning Association of Australia (FPA) at the end of the year. More
Recent moves snapshot
Featured Q&As
Making ethical specialisation work: A planner’s journey to live their values
Karen McLeod decided to specialise in ethical investment advice after seeing Al Gore’s An Inconvenient Truth, and has watched as the sector has grown and become more widely accepted since then. She is a big advocate for the role that ethical and sustainable investing can play in transforming the planet.
Out of the Muay Thai ring, and into the financial planning fire
Current financial adviser, and former Muay Thai fighter, Ben Neilson decided nearly a decade ago that it was time to consider a career with a bit more ‘longevity’ and hasn’t looked back since. There is a lot he loves about financial planning and through his PhD research hopes to improve the financial planning framework for the entire industry. More
‘I do spreadsheets to calm down’: Adviser profile on Joshua Drake
For Crosbie Wealth director Joshua Drake, a childhood spent getting by without much evolved into a consuming passion for understanding money and the systems that control it. Now he has an intense focus on sharing his knowledge with others who seek the freedom financial security can provide. More
Featured Products & Services
Case study of the Royce Global Small-Cap Premier Fund
Franklin Templeton’s Royce Investment Partners is launching the Royce Global Small-Cap Premier Fund to Australian retail investors. Matthew Harrison, Franklin Templeton managing director – Australia and New Zealand, explained how the strategy will meet a pent-up demand to Industry Moves. ##What ... More
Case study of TAL Risk Academy and Deakin University partnership
TAL has announced an education partnership with Deakin University that will allow financial advisers who complete three modules and assessment tasks through TAL Risk Academy to be credited for a unit in the Deakin University’s postgraduate financial planning course. Niall McConville, TAL general ... More
Case study of the DFA Emerging Markets Sustainability Trust
Dimensional Fund Advisers has launched a new emerging markets fund with a focus on sustainability, called the DFA Emerging Markets Sustainability Trust. DFA's head of Asia Pacific portfolio management, Bhanu Singh, revealed what goes into getting a new fund like this off the ground. ##What goes ... More
Case study of the LGT Multi-Alternatives Australia Fund
LGT Capital Partners, an asset manager owned by the Princely House of Liechtenstein, has launched its first fund in the Australian market - the LGT Multi-Alternatives Australia Fund. The LGT Multi-Alternatives Australia Fund invests predominantly in private markets, such as private equity, real ... More
Case study of the VanEck Bentham Global Capital Securities Active ETF
VanEck has colloborated with Bentham Asset Management to launch an actively managed exchange traded fund(ETF) of global capital securities - the VanEck Bentham Global Capital Securities Active ETF (GCAP). Arian Neiron, VanEck's chief executive officer and managing director Asia Pacific, answered ... More
Recent launches snapshot
Insights
SMSF trustees more satisfied than industry super fund members
Wednesday 28th July 2021
Superannuation satisfaction ratings for the six months to June 2021 have risen by 8.6 percentage points from a year ago, according to the latest Roy Morgan Superannuation Satisfaction Report.
Read moreHow to look after your mental health WFH Take II
Thursday 22nd July 2021
As much of the country went into lockdown again, almost one in five Australians experienced a high or very high level of psychological distress in June 2021. Distress was higher in women, with 23 per cent experiencing high or very high levels of psychological distress, compared to 17 per cent of men, according to the Australian Bureau of Statistics Household Impacts of COVID-19 Survey.
Read more