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 ...

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 $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.

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 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 ...

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 ...

Financial advice and fintech firm PictureWealth remains committed to partnering with like-minded businesses amid its recent M&A activity. Last week, Money Management reported that the PictureWealth ...

A new Sydney wealth manager for high-net-worth individuals (HNWIs) has launched, formed from a buyout of multiple operational aspects of Pitcher Partners’ wealth management arm and run by experienced ...

Rhombus Advisory CEO Darren Whereat has detailed how the firm is supporting the growth aspirations of its advice network, following its institutional exit. In July last year, Insignia first announced ...