AMP has launched a digital advice service to provide members of its AMP Super Fund with retirement advice. The digital Retirement Health Check, accessed through the My AMP portal, will provide members ...
JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market. According to the investment consultant’s chief ...
Global wealth manager Canaccord Genuity has unveiled five strategic priorities for its wealth management business in Australia as it announces its quarterly results. In the firm’s financial results ...
Nearly 30 financial advisers have joined a new AFSL, with the majority coming from Charter Financial Planning. The new licensee, according to Wealth Data, commenced with 28 advisers. The firm was ...
Asset managers not currently in private markets will find themselves forced to acquire or partner to survive in 2025, according to this global consultancy. Bain & Company’s M&A in Financial Services: ...
A Queensland financial adviser has been permanently banned by ASIC after being found guilty of misappropriating $1.8 million from his clients. Lachlan John King was convicted of stealing the funds ...
ETF provider VanEck has appointed three to its Sydney team, including a former M&A specialist. The appointments will bolster the firm’s investment and client coverage capabilities, it said. In the ...
SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage. Da Silva spent nine years at SQM Research ...
A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six years. The firm announced on 6 ...
The Senate has opted to extend the date of the inquiry into Dixon Advisory and wealth management companies, having originally been scheduled to complete next month. Mere days after the Financial ...
As the firm announces a raft of executive changes, funds under management (FUM) at Magellan rose slightly during January. During the month, it said FUM rose 1.2 per cent from $38.6 billion to $39.1 ...
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Steve Kuper, discuss a whirlwind start to US President Donald Trump’s second term ...