Less than six months after launch, Perth-based advice firm Leeuwin Wealth is seeking to double its funds under management to $1 billion within a year.
As private credit funds face further scrutiny, a Perpetual portfolio manager has highlighted key questions for investors to ask when considering these investments.
Pinnacle affiliate Resolution Capital has announced the upcoming launch of its second real assets active ETF on the ASX, providing access to an existing fund.
A poll of financial advisers has revealed aged care policies and the housing shortage crisis are among their greatest concerns ahead of the federal budget on 25 March.
Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms.
In this episode of Relative Return, host Laura Dew chats with Mark Barnes, head of investment research, and Cath
Centrepoint Alliance is among this week’s largest adviser gains, with the licensee gaining multiple advisers from its rival Sequoia.
The Australian wealth manager is eyeing both inorganic and organic growth opportunities to hit 400 advisers and $100 billion in funds under advice.
JANA Investment Advisers has announced its latest hire to grow its wealth business, who previously held senior consultant roles at Mercer and Lonsec.
The investment business of WTW has promoted a private markets expert to a global leadership role as its CIO steps back after 10 years, while fund manager Nikko Asset Management has welcomed a new CIO.
