Relative Return: The ‘stockpicker’s dream’ of SMID stocks
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.
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Former investment manager sentenced for forged performance reports
A former investment manager has been sentenced in Sydney for forging performance reports related to managed discretionary account investments.
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.
Alternatives firm RAM hires portfolio manager
Real Asset Management has appointed James Chapman from Aura Funds as a portfolio manager on its private credit funds.
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.
The Nuclear Renaissance Is More Than a Uranium Trade
AUTHOR
Partner Article
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LGT Crestone to acquire CBA’s personal advice arm
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.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
The ‘under the radar’ AFSL maintaining stable adviser numbers
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.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
ASIC taking ‘significant action’ against super switching promotions
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.
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.
How Viridian Advisory is creating ‘client-ready’ advisers
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.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
Financial advice identified as M&A hotspot
Financial advice and its associated technology have been identified by industry experts as key hotspots in the Australian M&A landscape.
AUTHOR
Rhea Nath
Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.
PM Capital appoints investment sales director
PM Capital has tapped experienced executive Ben Warnes for the role as it seeks to bolster its strategic sales capabilities.
AUTHOR
Rhea Nath
Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.
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