Listed fund managers have shared their final funds under management tallies for FY24 and how much they have grown during the year.
Clime Investment Management has announced its group CEO Annick Donat is to depart from the firm after four years.
Founded in 1924, MFS is a global investment manager with capabilities spanning all major asset classes, serving institutional investors and consultants for more than 40 years.
With the previous financial year behind us, Wealth Data has unveiled the top 10 financial advice licensees in terms of adviser gains and declines over the 12-month period.
AMP Advice’s technical service line has revealed the most common issues its financial advisers are requiring additional support with amid an evolving regulatory environment.
Australian digital advice fintech moneyGPS has partnered with Lifestyle Asset Management to widen the accessibility of financial advice in Australia.
A former gym owner details his path into the financial advice profession, and the value of gaining CRM or CSO experience before progressing to the adviser milestone.
Pengana Capital Group has reported funds under management of $3.3 billion at the end of June, helped by the launch of two private market funds.
The investment platform’s FUA grew by $3.3 billion to $88 billion over the June quarter, as current transactions provide a “high level of confidence” for FY25.
Financial adviser numbers have gained headway this week, Wealth Data reports, marking a departure from six consecutive weeks of losses.
