Insignia Financial has reported net inflows of $448 million into its asset management division in the latest quarter amid a total $1 billion inflows. In its data for the last three months to 30 ...

Magellan has shared priorities for how the firm is transitioning away from a traditional asset manager with a focus on distribution and strategic partnerships. Speaking at the firm’s annual general ...

Pinnacle Investment Management has forged a strategic partnership with Japanese private markets manager Advantage Partners. ASX-listed Pinnacle has agreed to acquire 13 per cent over a three-year ...

While efficiency remains a top priority for Australian advisers, State Street’s Model portfolios and the evolution of advice report has revealed that the profession is now juggling this desire with ...

Four years after the regulator sued the director of a life insurance distributor, the Federal Court has dismissed the case, despite the firm appearing as a case study for misconduct in the Hayne royal ...

Event date: Friday, 14 November 2025 Venue: Hyatt Regency Sydney Welcome reception: 6:30pm AEDT Official start: 7:00pm Dress: Black tie This national awards program was designed to recognise and ...

Welcome to the latest edition of the Money Management Portfolio Construction Guide, where we explore and demystify five essential asset classes for financial advisers. In this edition, we take a deep ...

ASIC has filed proceedings in the NSW Supreme Court that claim Fortnum Private Wealth failed to meet its AFSL obligations due to inadequate policies, frameworks, systems and controls in place to deal ...

Integro Private Wealth has formed a strategic partnership with an accounting business in Brisbane, signifying its expansion into Australia’s east coast. The Perth-based wealth management firm has ...

Adelaide financial planning firm Retirement Strategies has been acquired by Calder Wealth Management (CWM). The firm was founded in 2002, while CWM was founded 50 years ago. The two businesses said ...

In the latest annual platform report from Investment Trends, Netwealth has claimed the top spot with a satisfaction score of 91.5% for its overall platform functionality. This was followed by HUB24 ...

Wealth advisory firm JBWere has hired two individuals from Perpetual. David Hurley joins as a senior wealth adviser, while Anthony Hamawi will be a director of philanthropic services. Hurley will be ...