Pengana LIC seeks restructure with global private credit move
The $374 million Pengana International Equities listed investment company is seeking to restructure and boost shareholder returns with a move into global private credit.
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FNZ launches AI tool as assets pass US$2tn
Global wealth management platform FNZ has reached US$2 trillion in assets on its platform as it launches an Advisor AI solution to improve adviser productivity.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Australian Wealth Management Awards 2025 winners revealed
More than 25 winners have been announced at the second annual Australian Wealth Management Awards.
Former adviser extradited over alleged $4.1m theft
A former financial adviser has been extradited from New Zealand after being alleged to have misappropriated $4.1 million from 13 clients.
Triple-digit new entrants boost FY26 gains
Adviser numbers have continued the winning streak for the 2025–26 financial year with the seventh consecutive week in the green, buoyed by a steady flow of new entrants.
AUTHOR
Shy-Ann Arkinstall
Netwealth’s Heine optimistic after strong adviser growth
Netwealth chief executive Matt Heine has explained the platform is focused on accelerating its share of the affluent advice market as its NPAT reaches $116 million.
AUTHOR
Keith Ford
Insignia looks to AI for advice efficiency to meet 2030 targets
Insignia chief executive, Scott Hartley, has said the licensee is “on track” with 2030 revenue and client targets for its advice division, and is looking to AI for future efficiencies.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Evidentia completes exec team with operating officer
Evidentia Group has announced the appointment of a chief risk and operating officer, rounding out its executive leadership team after a slew of hires last month.
Global X appoints AI lead in latest round of hires
ETF provider Global X has appointed five new roles across the business, including a head of technology, as it seeks to scale the business and expand its reach in the Australian market.
AUTHOR
Shy-Ann Arkinstall
Relative Return Insider: Economic reform wish lists and barriers
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to dissect th
AUTHOR
Keith Ford
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