Global fund managers are expectant of a stockmarket rally at the end of the year, according to October’s fund manager survey from Bank of America. ...

The platform has reported outflows of $2.6 billion in September, which it has chalked up to cyclical challenges in the macro-economic environment. ...

Perpetual has ruled out making any further acquisitions while it embeds Pendal, and is seeking at least two board directors as part of a board renewal process....

Selfwealth has announced the appointment of Craig Keary as its new chief executive, as well as a new chief commercial officer. ...

Almost 3,000 advice practices have closed their doors in the past five years, but there is a “renewed purpose and direction” for those who remain, says Adviser Ratings....

Insignia Financial chief executive, Renato Mota, has announced he will step down from the company after 20 years with the business. ...

Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space....

The corporate regulator has taken ‘ASX Wolf’ Tyson Scholz to the Federal Court with a creditor’s petition after he failed to pay more than $450,000 owed to ASIC. ...

The former tax partner at PricewaterhouseCoopers who disclosed confidential information has been formally banned for eight years from providing financial services by ASIC...

Helped by the increase in Superannuation Guarantee contributions, Australian Ethical has seen positive inflows of $114 million but suffered significant investment losses....

A former super executive has set up a retirement coaching program, warning Australia’s ageing population might be overlooking important considerations as they step into t...

Guideway Financial Services has announced a new AI avatar paraplanning service which can present advice to clients, and is in talks with super funds about expansion....

With Insignia Financial chief executive Renato Mota announcing he will depart in February 2024, Money Management takes a look at his five years in the leading role. ...

Advice licensees are opening faster than they are closing, and licensee owners with less than 20 advisers have grown by over 200 since the start of the year, new figures ...

A report by financial technology firm FinClear has identified six portfolio characteristics of successful high-net-worth investors....

Recent trends suggest a sharp rise in investors’ appetite to cash, including a surge towards cash ETFs. However, JPMAM maintains it is likely to underperform equities and...

Former abrdn managing director Brett Jollie has joined the leadership team at specialist investment and wealth management consultancy KONU....

The investment manager is set to take over the management of the $90 million Watermark Absolute Return equities fund, transitioning it to an ASX long-short small cap prod...

The Melbourne-based advisory business has joined Count’s AFSL network, following its acquisition of financial advice firm Affinia from TAL....

WT Financial believes the “supply-demand equation” is weighted firmly in favour of advisers as it reports its net profit after tax more than doubled in FY2022–23....