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 ...

The private capital industry is predicted to continue a hiring spree in the new year, with nine in 10 firms expected to maintain or increase their headcount over the next 12 months. Surveying over 85 ...

Selfwealth has confirmed it has entered into a scheme implementation bid with Bell Financial Group after a second bidder forced Bell to increase its bid. On 13 November, it was announced that ...

Amid a growing appetite for alternative assets in client portfolios, investment executives emphasise manager selection plays a crucial role in achieving optimal returns. Investing in private assets, ...

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Shane Oliver, chief economist at AMP, to break down what’s happening with the ...

The Financial Services and Credit Panel (FSCP) has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.

With managed accounts continuing to gain a foothold among advisers, HUB24’s head of managed portfolios, Brett Mennie, has unpacked how the offering can be leveraged to streamline operations, enjoy tax ...

Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week. In November 2023, Iress and Business Health launched the ...

Disruptive technology is allowing wealth managers to deliver personalised high-net-worth solutions to their clients, described by PwC as the “ultimate prize” for these organisations. According to ...

HUB24, Praemium, and Netwealth have detailed how the platforms are using artificial intelligence (AI) to improve their processes and efficiencies. Speaking at their respective annual general meetings ...

Enda Mahoney joined the investment consultant on 18 November and will also be a member of the firm’s executive leadership team. Mahoney joins JANA from Ignition Advice where he worked as chief ...

Maria Lykouras is set to exit JBWere after more than two years as chief executive. Wealth manager JBWere manages around $49.6 billion in funds under management, with over $60 billion in assets under ...