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.
Leading education provider CFA Institute has removed “ESG” from its specialist qualification, the latest financial services organisation to move away from the term.
Colonial First State has awarded a significant $1 billion mandate to a global investment management firm amid the growing investor interest for global fixed income.
In this episode of Relative Return Unplugged, we examine the push for superannuation tax reforms aimed at saving
The rise of private credit funds is giving research houses cause for concern about their viability for retail and wholesale investors and necessitating changes to their research process.
The platform has launched a new file note assistant for financial advisers powered by artificial intelligence which eliminates the need for manual note-taking.
Responsible Investment Association Australasia chair Ross Piper has stepped down, and the organisation has appointed a successor from First Sentier Investors.
