Former RLAM managers receive rating for 2 new funds

Pinnacle Investment Management

Pinnacle’s new UK-based affiliate has passed another milestone in its presence in Australia with its first research rating from Zenith and shared details of its two global equities funds.

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My Dealer Services welcomes former GBST client head

financial advice self-licensed AFSL

Head of client partnerships at GBST, Ashley Mahadeea, has left the business after seven years to join My Dealer Services, which helps advisers become self-licensed.

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Relative Return: Guiding clients through policy overhauls

Podcast Relative Return

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Grant Hackett, CEO of Generation Lif

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Perpetual CEO Reilly on turning around asset management

Perpetual asset management

Perpetual’s new chief executive Bernard Reilly has told shareholders how he hopes to turnaround the firm’s asset management division with greater cost simplification and improvements for J O Hambro.

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Turbocharging a wealth brand

Pitcher Partners private wealth financial advice

Charlie Viola, founder of private wealth brand Viola Private Wealth, is confident he can find the “best of the best” when it comes to clients and advisers.

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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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