Wealth technology platform HeirWealth has announced an integration with Class Super so advisers can link their accounts with the platform....

TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA....

Platinum chief executive Jeff Peters has indicated it is unlikely former co-chief investment officer Clay Smolinski will return to running the firm’s $4.2 billion flagshi...

Mid-tier asset managers experiencing profitability pressures are considering the ETF market to take advantage of their demand and boost their inflows, but it is critical ...

Australian Ethical’s head of private markets has told Money Management the firm is exploring options in private markets for its wholesale investors....

Licensees are developing their own bespoke managed account strategies and 20 per cent of advisers have said they are encouraged to adopt the products by their licensee....

A growing trend in the platform space is determining how to look after individuals who have been orphaned by their advisers, according to Investment Trends....

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

Iress has made two appointments to its APAC wealth product and technology teams, one who joins from a superannuation fund and the second from accounting software platform...