Having a trusted second-in-command to handle daily operations is critical for financial advice leaders who are seeking greater work/life balance, according to an advisory firm.

Former Schroders head of fixed income, Stuart Dear, has taken up a new role at Peak Investment Partners after leaving the asset manager after almost 12 years.

Australian Ethical’s acquisition of Altius Asset Management has helped its funds under management grow to nearly $13 billion over the September quarter.

Magellan and Hyperion are among 11 new entrants in RIAA’s list of responsible investment leaders for 2024, which recognises asset managers leading the ESG space.

Three in four Australian investors are looking to invest in international equity ETFs in the next 12 months, VanEck reports, as Betashares launches its latest product focused on the Nasdaq 100.

Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter, with more than 150 advisers joining in Q3 overall.

Research house Genium Investment Partners has appointed a head of investment solutions from Mason Stevens.

ASIC has made two appointments to its senior executive leadership team covering regulation and enforcement following an international search.

Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an FBAA executive.