POWERED BY MOMENTUM MEDIA
NEWS
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...
Global wealth management platform FNZ has appointed a new group head of APAC, while boutique investment manager TWC Invest welcomes a chief technology officer....
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 ...
Burgeoning evergreen funds are extending beyond retail investments, according to Hamilton Lane, and could make up 20 per cent of the private markets universe in a decade....
Australian Ethical’s head of private markets has told Money Management the firm is exploring options in private markets for its wholesale investors....
The regulator has convened multiple sitting panels of the FSCP regarding AFSL breach reports which have identified poor superannuation advice from financial advisers....
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....
Momentum Media’s wealth brands are hosting Election 2025, an exclusive event examining the federal election’s impact on the economy, financial advice, and superannuation ...
The financial advice and investment services firm has welcomed nine senior advisers to its ranks, including six who have jumped ship from Perpetual Private, with the firm...
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....
Clime Investment Management has announced its latest appointment to strengthen its private credit and property capabilities ahead of planned product enhancements....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...