The launch of a new UK affiliate by Pinnacle Investment Management has hit a snag as delays mean Ironbark has pulled a planned $3 billion mandate from the firm. ...

There is a role for advisers to play in helping pre-retirees understand lifetime income solutions as clients say they lack comprehension of the products’ structure....

With research houses raising concerns about the suitability of private credit funds for retail clients, a fund manager has acknowledged greater transparency is needed to ...

Centrepoint Alliance chief executive John Shuttleworth foresees a “lucrative recruitment market” in the advice space in the next 12–18 months which will provide a tailwin...

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

GQG Partners' chief executive Tim Carver has identified how private credit is a “sunrise” part of the asset management industry as it sets up its own private credit solut...

Global asset manager Natixis Investment Managers has appointed a distribution director for private wealth across southern Australia from Pengana Capital Group....

Regal Partners CEO Brendan O’Connor says the firm is “match-fit” for future acquisitions as the firm reports a net profit after tax increase of 349 per cent in 1H24. ...

Acting Pacific Current chief executive Michael Clarke has denied the firm is on a wind-up path after multiple divestments but says there will likely be further actions to...

The wealth management platform has released its FY24 results and is planning to capture platform migration occurring among financial advisers to drive future growth. ...

State Street Global Advisors has taken a 5 per cent strategic stake in Raiz Invest, deepening its existing relationship with the Australian fintech platform....

Publisher and entrepreneur Greg Bright, the visionary founder of Momentum Media brands InvestorDaily, ifa, Money Management, and Super Review, has passed away at the age ...

Two former United Global Capital advisers, which entered into liquidation earlier this month, have commenced at a new licensee, while overall adviser numbers have fallen ...

BlackRock Australia has announced it intends to expand its fixed income and cash ETF range with a new launch for Australian advisers and investors following client demand...

A new EY report highlights six key trends shifting the Australian ETF industry, from new issuers penetrating the market to a record-breaking number of active products. ...

The exit of “smaller non-economic advisers” has improved net margin at Sequoia, while the divestment of Morrison Securities boosted its statutory net profit after tax for...

A former Brisbane financial adviser has been sentenced after being found guilty of a $5.9 million fraud, with the judge describing his actions as “brazen, gross and callo...

Money Management examines the funds under administration growth of three listed Australian platforms for FY24, with two players both achieving a 30 per cent rise....

Alternative asset manager Longreach Alternatives is launching a specialised distribution and advisory unit to meet the rising demand for alternative investment strategies...

Insignia Financial has appointed a general manager for brand strategy as it moves to invest heavily in the MLC brand....