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Perennial Partners and Dexus have both made senior appointments to their fund management teams as they evolve their businesses. ...

Funds management • 4 February 2025

Advice around a client’s concessional contribution cap was the reason for the latest written direction by the Financial Services and Credit Panel....

Financial planning • 4 February 2025

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 ...

Funds management • 4 February 2025

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 ...

Funds management • 4 February 2025

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....

Funds management • 4 February 2025

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. ...

Financial planning • 4 February 2025

A third private equity player has emerged in the bidding war to acquire Insignia Financial, rivalling Bain Capital and CC Capital....

Financial planning • 5 February 2025

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...

Funds management • 5 February 2025

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

Funds management • 5 February 2025

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

Funds management • 5 February 2025

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 ...

Funds management • 5 February 2025

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 ...

Financial planning • 5 February 2025

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...

Financial planning • 5 February 2025

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...

Financial planning • 6 February 2025

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

Funds management • 6 February 2025

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....

People & Products • 6 February 2025

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....

Funds management • 6 February 2025

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....

Financial planning • 6 February 2025

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...

Financial planning • 6 February 2025

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...

Editorial • 6 February 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago