Insignia Financial has reported net inflows of $448 million into its asset management division in the latest quarter amid a total $1 billion inflows. In its data for the last three months to 30 ...

Magellan has shared priorities for how the firm is transitioning away from a traditional asset manager with a focus on distribution and strategic partnerships. Speaking at the firm’s annual general ...

Pinnacle Investment Management has forged a strategic partnership with Japanese private markets manager Advantage Partners. ASX-listed Pinnacle has agreed to acquire 13 per cent over a three-year ...

While efficiency remains a top priority for Australian advisers, State Street’s Model portfolios and the evolution of advice report has revealed that the profession is now juggling this desire with ...

Four years after the regulator sued the director of a life insurance distributor, the Federal Court has dismissed the case, despite the firm appearing as a case study for misconduct in the Hayne royal ...

Event date: Friday, 14 November 2025 Venue: Hyatt Regency Sydney Welcome reception: 6:30pm AEDT Official start: 7:00pm Dress: Black tie This national awards program was designed to recognise and ...

Welcome to the latest edition of the Money Management Portfolio Construction Guide, where we explore and demystify five essential asset classes for financial advisers. In this edition, we take a deep ...

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 ...

Evalesco Financial Services and Principal Edge Financial Services are set to join forces to create a “stronger, more resilient” advice offering. Evalesco, located in Sydney’s CBD and founded in 2001, ...

In the latest annual platform report from Investment Trends, Netwealth has claimed the top spot with a satisfaction score of 91.5% for its overall platform functionality. This was followed by HUB24 ...

La Trobe Financial has announced the launch of an ASX-listed private credit fund, offering a new funding avenue for the firm. The La Trobe Private Credit Fund (ASX: LF1) aims to raise between $100 ...

Bell Asset Management has welcomed a global investment professional as its director of research and portfolio manager, while the broader team sees a reshuffle. Following an extensive global search ...