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State Street Global Advisors has taken a 5 per cent strategic stake in Raiz Invest, deepening its existing relationship with the Australian fintech platform....
The wealth management platform has released its FY24 results and is planning to capture platform migration occurring among financial advisers to drive future growth. ...
Acting Pacific Current chief executive Michael Clarke has denied the firm is on a wind-up path after multiple divestments but says there will likely be further actions to...
Regal Partners CEO Brendan O’Connor says the firm is “match-fit” for future acquisitions as the firm reports a net profit after tax increase of 349 per cent in 1H24. ...
Global asset manager Natixis Investment Managers has appointed a distribution director for private wealth across southern Australia from Pengana Capital Group....
GQG Partners' chief executive Tim Carver has identified how private credit is a “sunrise” part of the asset management industry as it sets up its own private credit solut...
A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....
Centrepoint Alliance chief executive John Shuttleworth foresees a “lucrative recruitment market” in the advice space in the next 12–18 months which will provide a tailwin...
With research houses raising concerns about the suitability of private credit funds for retail clients, a fund manager has acknowledged greater transparency is needed to ...
There is a role for advisers to play in helping pre-retirees understand lifetime income solutions as clients say they lack comprehension of the products’ structure....
The launch of a new UK affiliate by Pinnacle Investment Management has hit a snag as delays mean Ironbark has pulled a planned $3 billion mandate from the firm. ...
Pacific Current noted FY24 was a “transformational year” as it made multiple divestments to create a lower cost structure for the business....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...