MEDIA RELEASE: The Financial Planning Association of Australia (FPA) applauds both major parties for recognising that housing affordability is a major issue for Australians and that
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QMV appoints new chief executive officer
MEDIA RELEASE: Financial services consulting firm QMV has appointed Marcus Pearl to the newly created role of chief executive officer. Mr Pearl will report to the QMV

Fidelity appoints sales manager for Queensland
MEDIA RELEASE: Fidelity International has appointed Benjamin Lucas as regional sales manager, QLD. Mr Lucas is based in Brisbane and reports to Simon Glazier, head of Fidelity’s

Schroders appoints Equities investment director
MEDIA RELEASE: Schroders has appointed Anne-Sophie Williams as investment director to its Equities product team. She will report to head of product and solutions, Natalie Morcos,

ICE Investors appoints investment analyst
MEDIA RELEASE: Small cap specialist ICE Investors has appointed Roman Aliev to the position of investment analyst, effective today. He will report to managing director and

Foreign buyers continue to hunt for local property
MEDIA RELEASE: Interest from foreign investors in Australian property, including residential, remains strong despite the impact of lockdowns and property tax rates, according to HLB Mann

Foresters Financial appoints head of partnerships
MEDIA RELEASE: Member-owned financial services specialist, Foresters Financial (Foresters), has appointed Jenny Liakopoulos to the newly created role of head of partnerships. Ms Liakopoulos will be

Reputation and trust – critical for business success
Aside from being competent and capable, success for business advisers and consultants depends on two critical characteristics – reputation and trust. Communications advisers in particular

BennBridge appoints new CEO for UK and Europe
MEDIA RELEASE: BennBridge has appointed Robert McKillop as chief executive officer for UK and Europe, starting 4 May. Mr McKillop has almost 30 years of experience

New Robeco fund attracts highly recommended rating
MEDIA RELEASE: Robeco’s Global Developed Sustainable Enhanced Index Equity Fund (AUD) has been awarded a highly recommended rating in its first research cycle by independent research

Schroders RF bolsters its distribution capabilities
MEDIA RELEASE: Schroders RF Limited has appointed Yossi Kraemer as head of distribution to drive distribution and fund strategies across the Schroders RF business. Mr Kraemer

FPA releases 2022 Federal Election Platform
MEDIA RELEASE: FPA calls on next Parliament to prioritise CSLR, planner education requirements, ASIC funding model, action on ‘finfluencers’ and regulatory reform The next Australian Parliament

Schroders secures first private debt mandate
MEDIA RELEASE: Schroders Capital – the private markets investment division of Schroders – has been awarded its first Australian private debt mandate from a large industry

Digital intra-fund advice key to retirement outcomes
MEDIA RELEASE: Digitally delivered intra-fund advice is the only realistic route to low-cost, consistent, compliant and robust personal advice at the scale being considered by the

David Sharpe takes up FPA chair role
MEDIA RELEASE: FPA board member and deputy chair David Sharpe CFP® will become chair of the FPA on 1 May 2022, taking over from Marisa Broome

Product registrations up in Q1
MEDIA RELEASE: Despite recent reports of falls in fund inflows, the number of unlisted financial products registered in the Australian market during the March quarter continued

Bennelong appoints account director for NSW and ACT
MEDIA RELEASE: Bennelong Funds Management has appointed Mai Platts as account director, NSW and ACT, as the company continues to build its investment distribution team. Ms

Redpoint appoints impact investing heads
MEDIA RELEASE: Redpoint Investment Management has added to its impact investing capability with the appointments of Hunter Page and Chris Parks as Portfolio Managers. Mr Page

SG Hiscock appoints Giles Croker as CEO
MEDIA RELEASE: Melbourne-based asset management firm SG Hiscock & Company has appointed Giles Croker as chief executive officer and chief operating officer. Founder and managing director

‘Stagflation risks intensify’ – Fidelity Q2 outlook
MEDIA RELEASE: The Russia-Ukraine war is set to dramatically redefine the global order, both economically and geopolitically. In the near term, the trade and financial shocks

ECP appoints Amy Teh as principal
MEDIA RELEASE: ECP Asset Management has appointed Amy Teh in the newly created role of principal as it moves to expand its footprint into the broader

SME sector not immune to increasing cyber threats
MEDIA RELEASE: The majority of small to medium-sized Australian businesses still need to increase their awareness of cyber security threats, with the ongoing Russia/ Ukraine conflict

HLB Mann Judd named best firm at Client Choice Awards
MEDIA RELEASE: HLB Mann Judd has been named Best Accounting & Consulting Services Firm ($50-$200 million revenue) at this year’s Client Choice Awards. It is the

Small wins in this year’s Federal Budget
MEDIA RELEASE: The Financial Planning Association of Australia (FPA) has described this year’s Federal Budget as reasonably positive for financial planners. “There are no major changes

Vulnerable markets create uncertainty for investors
MEDIA RELEASE: Global markets continue to look vulnerable and investors should remain selective in the current environment, says Laura Bottega, managing director and portfolio specialist

Maple-Brown Abbott lifts out small cap portfolio managers
MEDIA RELEASE: Phillip Hudak and Matt Griffin will join Maple-Brown Abbott as co-portfolio managers, Australian Small Companies, at the end of April. They were previously co-portfolio

Chant West launches RI classifications
MEDIA RELEASE: Chant West has incorporated responsible investment (RI) classifications into its ratings for super fund investment options, providing investors with detailed RI insights that allow

Bennelong appoints Nathan Masalski as account director
MEDIA RELEASE: Bennelong Funds Management has appointed Nathan Masalski as account director, investments, to expand the company’s distribution strategy in the Victorian and Tasmanian markets. Mr

Long-term prospects for medtech sector healthy
MEDIA RELEASE: Weakened business fundamentals among medical technology companies, coupled with compressed valuations and dampened investor sentiment, have created a perform storm for the sector over