PINNACLE

People & Products

Pinnacle has added Wes Campbell to its institutional distribution team and will be director, distribution, based in Melbourne....

Funds management

Pinnacle Investment has said that the possibility that BLA might enter into discussions with WAM, described as a competing party’, will be inconsistent with its earlier p...

Funds management

Pinnacle has appointed RBC I&TS to provide custody, fund administration, collateral management and related fund services for its new Irish fund....

Funds management

Morningstar has downgraded Hunter Hall International’s funds from ‘neutral’ to ‘negative’ following Peter Hall’s resignation, indicating funds management is a personality...

Funds management

Plato Investment Management has launched its first listed investment company, Plato Income Maximiser Limited, aimed at SMSFs and pension phase investors....

Funds management

Both Washington H. Soul Pattinson and Pinnacle have sweetened their bids for Hunter Hall but the directors remain adamant the bids are not high enough....

Funds management

Pinnacle Investment Management has upped the ante for control of Hunter Hall with a $1.50 per share cash bid....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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