With Insignia Financial chief executive Renato Mota announcing he will depart in February 2024, Money Management takes a look at his five years in the leading role. ...

Advice licensees are opening faster than they are closing, and licensee owners with less than 20 advisers have grown by over 200 since the start of the year, new figures ...

A report by financial technology firm FinClear has identified six portfolio characteristics of successful high-net-worth investors....

Recent trends suggest a sharp rise in investors’ appetite to cash, including a surge towards cash ETFs. However, JPMAM maintains it is likely to underperform equities and...

Former abrdn managing director Brett Jollie has joined the leadership team at specialist investment and wealth management consultancy KONU....

The investment manager is set to take over the management of the $90 million Watermark Absolute Return equities fund, transitioning it to an ASX long-short small cap prod...

The Melbourne-based advisory business has joined Count’s AFSL network, following its acquisition of financial advice firm Affinia from TAL....

WT Financial believes the “supply-demand equation” is weighted firmly in favour of advisers as it reports its net profit after tax more than doubled in FY2022–23....

With financial advisers on the government’s skills shortage list this year, could an influx of advisers coming from overseas help to bolster these numbers and how difficu...

HUB24 chair and non-executive director, Bruce Higgins, is to step down from the board after 11 years and the platform has named his replacement....

The financial services group is the sole Australian firm to sit among the top 50 investment managers across the globe, but Australian firms have seen a decrease in AUM ov...

AMP has tapped super industry veteran Melinda Howes to lead its superannuation and investments business....

Morningstar has hired former Adviser Ratings chief executive, Mark Hoven, to drive the firm’s expansion in the superannuation and retirement space....

Australian investors are more likely to want advisers to help them meet their goals rather than chase investment performance, according to research by Milford....

Two investment firms have made up almost half of investment and advice complaints as AFCA reports a rise of 589 per cent in complaints about inappropriate advice during F...

Magellan Financial Group’s CEO and managing director, David George, has stepped down from the asset manager, effective today, after just over a year in the role. ...

There were over 20 winners at the 2023 Super Fund of the Year Awards, including the recipient of the prestigious Fund of the Year Award....

Equity Trustees has been appointed by Wilson Asset Management to be the responsible entity for its new Wilson Asset Management Leaders Fund....

A women’s advocate and mentor has outlined the tools female finance entrepreneurs require to thrive as leaders....

Dexus chief executive Darren Steinberg has announced his intention to step down in 2024 after more than a decade in the role, sparking a global search for his successor....