People & Products

Following the retirement of its chief investment officer, James Cook, U Ethical Investors has promoted its deputy CIO, Jon Fernie,...

Matrix Planning Solutions and ClearView Financial Advice, now part of Centrepoint Alliance, have adopted Iress’ solution for managing advice fee...

A financial advice software business which aims to disrupt the advice industry by streamlining the process of advice, has received...

Monochrome Bitcoin Fund has been approved by the wealth management platform for its private wealth clients.

AZ NGA-backed Wealthwise has acquired Complete Financial Solutions, marking the 10th deal in as many years for the holistic advisory...

Longwave Capital Partners has announced the appointment of Melinda White as portfolio manager, bringing 20 years of buy-side investment experience...

Munro Partners and GSFM have launched the Munro Climate Change Leaders Fund which will focus on clean energy, clean transport,...

Dimensional Fund Advisors has appointed Jim Whittington as head of responsible investment, replacing Joe Chi who will retire at the...

Bell Asset Management chief executive, Nick Fels, has been appointed as a board director by the Financial Services Council.

Former vice president of the Association of Financial Advisers, Sam Perera, has been appointed as its new national president.