Two financial advisers have shared with Money Management why they opted to specialise in certain client niches when setting up their own business.
Pinnacle Investment Management is targeting increasing exposure to global private markets as domestic affiliates in Metrics and Five V lead its net inflows.
Franklin Templeton has signalled a new period of strong growth and expansion as it unveils five internal promotions in its Australian business, including a retail distribution lead.
Online financial advice platform Otivo has made an internal promotion to chief advice officer to ensure the firm’s advisers are providing suitable and compliant advice.
Two Australian fund managers have launched active ETFs on the ASX, one investing in global equities and the other investing in Australian small caps.
The former chief product officer at Iress, Aaron Knowles, has joined software firm Bravura Solutions as it seeks to “scale new heights” in global growth.
Insignia Financial has reached a major milestone in completing the separation of MLC Wealth from NAB, having acquired the firm back in 2021.
Proper recordkeeping has been described as the “mortar between the bricks” of the advice process and critical to an FSCP decision as an adviser is suspended for failures in this area.
The chief commercial officer of MLC Asset Management has stepped down after five years as parent company Insignia Financial reviews its leadership.
