Two’s company: Finding your 2IC when scaling up

financial advisers Pitcher Partners succession plans practice management

Having a trusted second-in-command to handle daily operations is critical for financial advice leaders who are seeking greater work/life balance, according to an advisory firm.

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Schroders’ Dear takes up senior portfolio manager role

Schroders fixed income funds management portfolio manager

Former Schroders head of fixed income, Stuart Dear, has taken up a new role at Peak Investment Partners after leaving the asset manager after almost 12 years.

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Australian Ethical sees 24% quarterly FUM rise

Australian Ethical funds under management Altius asset Management

Australian Ethical’s acquisition of Altius Asset Management has helped its funds under management grow to nearly $13 billion over the September quarter.

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RIAA names 11 new responsible investment leaders

RIAA sustainable investing responsible investment Zenith Investment partners

Magellan and Hyperion are among 11 new entrants in RIAA’s list of responsible investment leaders for 2024, which recognises asset managers leading the ESG space.

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International equity ETFs lure Aussies away from domestic bias

BetaShares VanEck ETFs international equities Aussie equities

Three in four Australian investors are looking to invest in international equity ETFs in the next 12 months, VanEck reports, as Betashares launches its latest product focused on the Nasdaq 100.

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Which licensees saw greatest adviser gains in Q3?

Wealth Data adviser numbers licensees

Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter, with more than 150 advisers joining in Q3 overall.

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Genium appoints investment solutions head

Mason Stevens macquarie research houses

Research house Genium Investment Partners has appointed a head of investment solutions from Mason Stevens.

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ASIC appoints 2 to senior leadership team

ASIC appointments Joe Longo

ASIC has made two appointments to its senior executive leadership team covering regulation and enforcement following an international search.

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How women can build a personal ‘advisory board’

women in finance women in financial services gender diversity gender equality

Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an FBAA executive.

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Relative Return Unplugged: Why are defence ETFs taking off?

Podcast Relative Return

We explore the current state of global military power structures and how a range of factors are influencing defe

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

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Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

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Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

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Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

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