JANA has been chosen as the investment adviser for a national financial advice firm, its second appointment this month. ...

Multiboutique asset manager Warakirri Asset Management has appointed a head of sustainability, a newly created role for the business....

The Financial Advice Association Australia has thrown its support behind the use of Digital ID in the financial advice profession to replace challenging and time-consumin...

There needs to be a “mindset change” around breach reporting by licensees and advisers as, rather than be pleased, ASIC will more likely be suspicious if a firm has no br...

Over 200 advisers left Insignia in the three months to 31 December with the largest decline seen in the self-employed division, while its new advice operating model is ex...

In this episode of Relative Return, Maja Garaca Djurdjevic speaks with David Tuckwell, senior product and investment strategist at Global X ETFs, about the future traject...

A former Melbourne wealth director could face imprisonment after allegedly running five companies despite being ordered by the Federal Court to not carry on a financial s...

A director at the Financial Advice Association Australia and a former superannuation chief executive are among recipients of this year’s Australia Day honours. ...

The chair of Australian Retirement Trust has been appointed as non-executive director at the Bank of Queensland, commencing next month....

Research IP, an investment research provider, has appointed SQM Research’s former head of research Rob da Silva to lead the firm’s expansion into the Australian market....

Significant demand for both Australian and international equity exposure has driven Betashares’ two flagship ETFs to reach more than $4 billion in funds under management ...

Wealth Data has recorded a “very encouraging” 18 advisers joining the financial advice industry this week, with over three-quarters joining as new entrants....

The asset manager has welcomed a new head of wholesale client coverage to focus on Australia and New Zealand, representing a “key step” in its growth strategy....

Tribeca portfolio manager, Jun Bei Liu, remains optimistic amid forecasts of a soft landing and has outlined three sectors to be potential winners in the year ahead. ...

The $211 billion Future Fund has appointed a new chair to replace Peter Costello, who will step down next month after 14 years....

Wealth management and advice technology firm GBST has appointed a head of Asia Pacific, joining from SS&C Technologies. ...

Perpetual saw $4.3 billion in outflows from its asset management division in the last quarter to 31 December, but market movement meant overall AUM increased....

Initiatives taken by Netwealth to stem outflows earlier in the year have helped the firm in the last quarter as December saw its highest inflows in 10 months....

There may be a trend for advisers opting to set up their own licence, but those contemplating the change have been warned it is not necessarily the right path for every a...

Dirigere Advisory, a Victorian boutique financial advice licensee, has relaunched with a new operating model that aims to better meet the needs of its advisers, including...