The second annual Australian Wealth Management Awards brought an unparalleled awards program that recognised the top businesses and professionals in the wealth management industry across the nation.
Passive ETFs are seeing stronger flows than their active counterparts despite the proliferation of active launches this year, according to Morningstar. In its Australian Asset Manager report for Q3 ...
ASIC has filed proceedings in the NSW Supreme Court that claim Fortnum Private Wealth failed to meet its AFSL obligations due to inadequate policies, frameworks, systems and controls in place to deal ...
A dozen high-profile female portfolio managers have joined forces on Future Generation Women, a new fund open to Australian wholesale investors. The fund will invest in both Australian and global ...
With the intergenerational wealth transfer underway in Australia, wealth management firms are focusing both on attracting the next generation of clients and the next generation of advisers to service ...
In the latest Meet the Manager profile, Money Management speaks with Michael Skinner, founder and managing director at Blackwattle Investment Partners. Skinner holds multiple roles at the firm, which ...
La Trobe Financial has announced the launch of an ASX-listed private credit fund, offering a new funding avenue for the firm. The La Trobe Private Credit Fund (ASX: LF1) aims to raise between $100 ...
Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles. Clifford, who has worked at Platinum for 31 years and is a ...
JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market. According to the investment consultant’s chief ...
Former CEO of Global X, Evan Metcalf, has taken up a new position at a specialist ETF provider. Metcalf worked at Global X ETFs Australia for a decade and was appointed as its CEO in September 2022 ...
AMP has completed its sale of SuperConcepts to private equity firm Pemba Capital Partners. The firm entered into an agreement with AMP in early June for the self-managed super fund (SMSF) admin and ...
Australia’s largest advice licensee Entireti has acquired licensee solution provider IOOF Alliances from Insignia. This will merge IOOF Alliances with existing Jigsaw Advice Solutions, which it ...