Bennelong Funds Management has announced its first responsible entity service client, having flagged it as a 2025 priority for the firm.
The Perth-based advice practice has welcomed a private wealth adviser and senior paraplanner to its ranks amid its strategic shift towards wealth transfer strategies.
The fund manager has appointed American Century’s former Australian head of wholesale to its distribution team in the head of researchers and consultants position.
As Magellan Financial Group continues its search for a permanent chief financial officer, it has looked internally for an interim replacement.
The number of members expelled from the Australian Financial Complaints Authority almost doubled between 2023 and 2024, according to internal data.
Perth financial advice firm Wealth Management Partners has merged with global financial services firm Gallagher.
Sequoia Financial Group has flagged a major rebranding of its two financial news sites, following court proceedings last year.
Following the departure of its chief marketing officer last year, AMP has appointed a successor to take up the position with the appointment coming from the US.
Managed investment platform DomaCom has appointed an experienced artificial intelligence leader as its new chair, joining from the same firm as its newly appointed chief executive.
Six months on from HMC Capital’s acquisition of Payton Capital, Money Management takes a look at what the firm has achieved following the deal.
