Held in May in Sydney, the black-tie gala event showcased the depth of talent of the nation’s leading professionals and businesses in the wealth management industry while affirming the sector’s ...

Research house SQM has announced it will collect data covering managed account portfolios in response to industry demand. The firm said it will now collect and collate data on investment returns and ...

The third quarter commenced with the regulator permanently banning former Western Australia-based financial adviser Dashiel Benjo Vee after he falsified his adviser exam certificate. Former Queensland ...

When it comes to acquiring an advice practice, one of the most difficult challenges can be former owners who refuse to take a step back, preventing a clean handover for the new owners. With many ...

Shaw and Partners Financial Services has appointed a NSW state manager to lead its Sydney-based team, alongside several financial adviser appointments. The financial advice firm has appointed Chris ...

PineBridge Investments has made its flagship Global Focus Equity Fund available to Australian wholesale investors for the first time. The fund manager, which is focused on active, high conviction ...

The $12.9 million penalty against Vanguard Investments represents a challenge for the courts as to how to financially penalise a company that holds $14 trillion globally in assets under management.

There had been rumours earlier this year that the two firms were in “exclusive talks” with each other over a potential deal. Oaktree Capital was set up in 1995 by co-founders Howard Marks and Bruce ...

The chief executive of Reach Alternative Investments says the firm is in talks with financial advisers about which products to launch in its strategic alliance with HUB24. It was announced on 26 ...

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 ...

Platform HUB24 has taken a minority stake in Reach Alternative Investments to offer a broader range of alternative products to financial advisers. The firm announced a strategic alliance between the ...

Four advice industry leaders share tips from their career experiences and what has helped progress to their senior leadership positions. Attending the Striver Brimstone event in Sydney in late ...