Executing climate investment principles a major challenge

Institutional investment managers and retirement fund trustees around the word are struggling to deal with the practicalities of incorporating climate risk principals into their investment practices, a new survey has found. While…

Cashwerkz board takes action to stop outflows

After announcing ambitious expansion plans in January, term deposit marketplace Cashwerkz has paused to overhaul its board and management in the face of funds outflows. Chief executive Hector Ortiz is being relegated…

People: Fidante GM steps up to senior Challenger role

Fidante Partners general manager, Nick Hamilton has been promoted to the role of chief executive, funds management at Fidante’s parent company, Challenger Limited.  Hamilton joined Challenger as Fidante’s head of product and…

Talk about an index fund bubble is very passive-aggressive

If you’ve seen the movie The Big Short you will remember Christian Bale’s quirky character Michael Burry – the manager of the Scion Capital hedge fund who realises the US mortgage-backed security…

Game, set, match: Chi-X’s latest work

Alternative exchange Chi-X Australia is expanding its offerings with a revamped institutional market-on-close trading solution and a launch date for its first exchange traded fund. Chi-X has updated its market-on-close offering with…

Insurance bonds back on the menu

Insurance bonds are enjoying a revival, as high-income earners who are limited to putting $25,000 of concessional contributions into super each year, look for tax-effective alternatives. Generation Development Group reports that its…

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Appointments: De Gori steps up at the FPA

Dante De Gori has been appointed chief executive of the Financial Planning Association of Australia. De Gori will move from his current role at the FPA, where he has been general manager policy and conduct since 2010…

SOS financial planners: talk to clients about intergenerational wealth management

Financial planners who want to continue to advise on the investment and management of assets as they change hands from one generation to the next must start to build relationships with the next generation…

Exclusive: First State Super’s big securities services deal

In the largest securities servicing deal for an Australian fiduciary fund for nearly nine years, the $52 billion First State Super of NSW has decided to change service provider from long-time incumbent J.P. Morgan to State Street.

Appointments: Government’s fintech advisory panel

The Government has appointed Craig Dunn, former chief executive of AMP and chair of the fintech hub Stone & Chalk, to head its new FinTech Advisory Group. The group will help the Government formulate policy to promote innovation in the financial services industry….

Why the Productivity Commission inquiry is a bad idea

The Federal Government is pulling the wrong lever by asking the Productivity Commission (PC) to undertake a study and public inquiry into superannuation. Although it sounds a good idea in theory, the practical effect will be to further undermine confidence in superannuation…

How funds management is eating its own lunch

With the globalisation of funds management, helped by technology partners that make global markets accessible at the flick of a switch, we are seeing a really interesting arbitrage in management fees…

Investors warned on high-growth ‘marketplace’ lenders – Clitheroe

Financial planning industry veteran Paul Clitheroe has warned marketplace lenders that they must manage their growth carefully over the next few years or they risk getting into the sort of bind that brought some high-profile mortgage trusts undone in the late 1980s…