Real Asset Management has appointed James Chapman from Aura Funds as a portfolio manager on its private credit funds.
LGT Crestone has signed an agreement to acquire CBA’s personal advice business, Commonwealth Private Advice, including $5 billion in assets and 20 investment advisers.
In a time of constant adviser movements, one licensee has managed to stay “steady on their skates” over the years to sit jointly with AMP Financial Planning in having the highest number of advisers.
ASIC commissioner Alan Kirkland has described the problem of telemarketers encouraging people to switch their super as “the worst behaviour”, and one where the regulator is taking significant action.
Viridian Advisory’s Brett Arnol has detailed how the firm’s partnership with CFS is fostering the next generation of advisers through its Professional Year program.
Financial advice and its associated technology have been identified by industry experts as key hotspots in the Australian M&A landscape.
PM Capital has tapped experienced executive Ben Warnes for the role as it seeks to bolster its strategic sales capabilities.
Platinum Asset Management has announced its funds under management fell during October, a return to outflows after a gain in the previous month.
Challenger has promoted Marco Barchmann as its new co-head of investment solutions as the firm identifies funds management as one of its core strengths.
