Industry Updates

Perpetual appoints co-portfolio managers

Perpetual has promoted Alex Patten and James Rutledge as co-portfolio managers, with fund veteran Jack Collopy to depart after 22 years with the company.

May 01, 2023

ClearView lead Simon Swanson to retire

ClearView managing director Simon Swanson has announced he will retire, with group executive of technology and development Nadine Gooderick taking over.

May 01, 2023

Zenith to distribute FE fundinfo products in Australia

Research house Zenith Investment Partners will distribute products owned by its parent company FE fundinfo under the Zenith brand in Australia.

May 01, 2023

Education carve-out pressures tertiary sector

Aside from being a step back for professionalism, the experience pathway presents a financial challenge for universities that have spent years investing into financial advice qualifications in preparation for the education standard.

April 28, 2023

Rising inflation sparks concern among retirees: Challenger

Research from Challenger indicates the number of retirees worried about inflation has suddenly – and quickly – increased.

April 28, 2023

HESTA appoints Pitcher Partners founder to board

HESTA has appointed Pitcher Partners founder Sue Dahn as a director to its board and as chair of its investment committee.

April 28, 2023

Practices want new clients but at the expense of less profitable ones

A third of advice practices are keen to add clients but it is unlikely to have any impact on the advice gap. According to the latest Adviser Ratings ‘Landscape Report’ practices have a solid idea of the ideal client they want, but it will come at the expense of less profitable clients.

April 27, 2023