Netwealth reports record quarterly FUA rise

The investment platform saw its highest-ever quarterly rise in funds under administration over the September quarter, as it also provides an M&A update.

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Platinum reports first FUM rise in 7 months

Platinum Asset Management has seen its first rise in funds under management in seven months, helped by positive investment performance.

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Investment Trends appoints head of sales

Research house Investment Trends has made a new hire to head up its Australian sales team.

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Sydney-based Sherlock Wealth goes self-licensed

Sydney-based financial advice firm Sherlock Wealth has announced it is now operating under its own AFSL, one week after Andrew Sherlock took over as its chief executive.

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Could DBFO simplify licensee switching?

A licensing head is hopeful that the DBFO legislation will make it easier for financial advisers to switch licensees, as extensive paperwork means they face a heavy burden currently.

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How is Iress progressing its transformation project?

As Iress makes leadership changes, Money Management examines the progress of its transformation update which is scheduled to be completed by the end of the year.

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New defence ETFs hit the Aussie market

Both Betashares and Global X have launched ETFs focused on the global defence sector, just weeks after VanEck also announced its own defence ETF.

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Clime IM suffers mass board exit

Clime Investment Management has announced that all three of its non-executive directors have resigned from the company’s board.

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How to Set Financial Goals for Your Business

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