Perennial Partners and Dexus have both made senior appointments to their fund management teams as they evolve their businesses. ...
Advice around a client’s concessional contribution cap was the reason for the latest written direction by the Financial Services and Credit Panel....
The departure of Gerald Stack from Magellan could lead to redemptions as high as $8 billion, according to Morningstar, given the majority of assets in his infrastructure ...
Amid the rising demand for more flexible private equity investment options, LGT Capital Partners has launched a semi-liquid fund for wholesale investors in Australia and ...
Global asset manager Janus Henderson generated more than US$2 billion in net inflows during 2024, thanks to its strengthened intermediary channel and M&A activity....
The proportion of advisers working at a privately owned licensee rose to 78 per cent in the fourth quarter of 2024 as over 1,000 advisers left a diversified firm. ...
A third private equity player has emerged in the bidding war to acquire Insignia Financial, rivalling Bain Capital and CC Capital....
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 inter...
Australian financial services firm Barrenjoey has opened a Hong Kong-based office after the acquisition of an Asian business, marking its second international office....
PIMCO has announced the launch of four ETFs that seek to democratise active fixed income investing in Australia through institutional-grade solutions....
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 ...
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 ...
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 a...
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 yea...
ETF provider VanEck has appointed three strategic roles to its Sydney team, including a former M&A specialist from EY....
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....
Funds under management at Magellan rose slightly in January, but the exit of head of investment Gerald Stack could see this change later in the year....
The Senate has opted to extend the date of the inquiry into Dixon Advisory and wealth management companies, having originally been scheduled to complete next month....
WT Financial managing director, Keith Cullen, says the firm is looking inward when it comes to M&A, with a focus on helping practices in its network become “bigger, bette...
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Steve Kuper, discuss a whirlwind start to US President...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...