Pinnacle Investment Management is targeting increasing exposure to global private markets as domestic affiliates in Metrics and Five V lead its net inflows. In a strategy update, the firm said net ...

Two financial advisers have shared why they opted to specialise in certain client niches when setting up their own business. Research by Adviser Ratings found those financial advisers with a client ...

Two active ETFs have launched on the ASX, one investing in global equities and the other investing in Australian small caps. The first active ETF is the Plato Global Alpha Complex ETF, an active ETF ...

Online financial advice platform Otivo has made an internal promotion to chief advice officer to ensure the firm’s advisers are providing suitable and compliant advice. Philippa Billings, who was ...

Former Iress chief product officer, Aaron Knowles, has joined software firm Bravura Solutions as the global head of product management and marketing. Knowles spent 13 years at Iress in a variety of ...

Insignia Financial has confirmed it has completed the separation of MLC Wealth from NAB, having acquired the firm back in 2021. Described as one of the largest wealth management separations in ...

The Compensation Scheme of Last Resort (CSLR) says it has received over 200 claims for compensation relating to personal financial advice. In a submission to the Senate economics references committee ...

The recent US election has had strong reverberations across equity markets internationally and in Australia. Here, Tyndall Asset Management’s James Nguyen discusses his views on what will happen to ...

Proper recordkeeping has been described as the “mortar between the bricks” of the advice process as the Financial Services and Credit Panel (FSCP) suspends a financial adviser for failures in this ...

The chief commercial officer at MLC Asset Management has stepped down after five years as the firm reviews its leadership. Jason Komadina joined MLC in January 2020, following six years at Perpetual ...

Multi-asset portfolio manager Andrew Harman has been named head of investment strategy and asset allocation at Macquarie Wealth Management. He joins the investment bank after more than 16 years at ...

Global investment consultancy bfinance is expanding into offering wealth sector services as wealth managers seek advanced investment strategies. The firm typically focuses on the institutional space ...