Pengana has announced a joint venture with investment manager Washington H Soul Pattinson in the hope of democratising access to private credit for non-institutional investors.
The financial group has announced the acquisition of Enlightened Financial Solutions, a leader in the use of video SOAs that would be leveraged across the group.
Michelle Russo, former head of wealth customer resolution at ANZ, has joined DASH as a chief operating officer, along with nine other hires.
AMP has reported first quarter results for its Australian wealth management division, reporting a substantial 62 per cent drop in platform inflows.
Delia Rickard, who spent over a decade at the ACCC and had previously been a senior executive at ASIC, has joined the board of the financial wellbeing organisation.
The funds platform has described performance over the March quarter as “solid”, despite a $740 million drop in net inflows.
The Treasury has outlined how advisers and their AFSLs can utilise the proposed experience pathway if they meet the requirements, as it opens a consultation period for feedback.
The Treasury has opened consultation on the proposed experience pathway, outlining what would deem an adviser to meet the education requirements.
Parameters underpinning a high conviction Australian equity fund, formerly advised by BlackRock, have been revised by newly appointed manager Pendal Group.
The specialist asset manager has been appointed to oversee the $115 billion super fund UniSuper’s private debt portfolio in Australia and New Zealand.
