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 ...

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 ...

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 ...

Clime Investment Management has faced shareholder backlash around “unsatisfactory” financial results as it announces corrective actions to return the firm to profitability. At its annual general ...

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 ...

Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic. The firm has welcomed Thomas Tolevski as national director and ...