Data house welcomes former SQM research head

sqm-research/investment-research/appointment/

SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage.

AUTHOR

VanEck appoints 3 to Sydney team

VanEck/ETFs/appointment/

ETF provider VanEck has appointed three strategic roles to its Sydney team, including a former M&A specialist from EY.

AUTHOR

Relative Return Unplugged: What the Trump is he doing?

Relative-Return/

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special gu

AUTHOR

Insignia exec takes leadership role at MUFG Retirement Solutions

insignia/insignia-financial/appointment/

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six years.

AUTHOR

FSU calls for Insignia deal to prioritise staff wellbeing

insignia/insignia-financial/fsu/Finance-Sector-Union/wellbeing/

The Finance Sector Union has urged any private equity deal for Insignia Financial should make wellbeing paramount for its 4,000 employees, having spent 2024 negotiating an enterprise agreement.

AUTHOR

FAAA calls for $10k PY candidate support payments

Sarah-Abood/professional-year/federal-budget/pre-budget-submission/adviser-exam/

In its pre-budget submission, the FAAA has proposed a government assistance package that could see up to 1,000 financial advice practices receive $10,000 each for hiring a PY candidate.

AUTHOR

Barrenjoey reinforces Asian presence with Hong Kong office

Hong-Kong/Asia/Financial-Services/

Australian financial services firm Barrenjoey has opened a Hong Kong-based office after the acquisition of an Asian business, marking its second international office.

AUTHOR

PIMCO adds 4 fixed income ETFs to product suite

PIMCO/ETFs/active-ETFs/fixed-income/

PIMCO has announced the launch of four ETFs that seek to democratise active fixed income investing in Australia through institutional-grade solutions.

AUTHOR

T. Rowe Price inks strategic relationship with US insurer

T-Rowe-Price/fund-management/M&A/

T. Rowe Price has formed a strategic relationship with a US life insurance and annuity company which will see the asset manager manage its public and private assets, and explore product development opportunities.

AUTHOR

Pinnacle NPAT jumps 151% in H1

Pinnacle-Investment-Management/Pinnacle/funds-under-management/financial-results/

Pinnacle has reported a 151 per cent rise in net profit after tax in its half-year results, helped by overseas expansion and affiliate performance fees with further international deals in the pipeline.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 3 days ago