At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change ...

Speaking on a Morningstar webinar, Lucie Bishop from Revolution Asset Management and John Woods from Australian Ethical discussed the convergence of public and private markets. The pair were asked by ...

The firm, which has offices in Victoria and South Australia, has acquired Next Step PMD Financial Planning to strengthen its footprint in Victoria. The acquisition includes the transfer of a ...

Shaw and Partners has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market. The investment and wealth management firm appointed Dwight ...

The restructure of Insignia Financial’s advice network into two parts could lead to further adviser attrition than initially forecast, Morningstar believes. Insignia reset its financial advice ...

In conjunction with the accounting associations, the FAAA has released a comprehensive guide breaking down what advisers need to know about tax deductibility of advice fees for their clients. The ...

Spending by the Compensation Scheme of Last Resort (CSLR) in FY25 is expected to be less than the $24 million it had previously estimated. Slower claim processing than expected is set to reduce the ...

Insignia Financial has announced the status of the two private equity bidders as due diligence comes to an end. Due diligence comes to an end tomorrow (15 May), having been extended by a month from ...

A global Morgan Stanley report has found 83 per cent of Asia-Pacific (APAC) individual investors would select a financial adviser based on their sustainable investment offerings. The report, 2025 ...

Quinbrook Infrastructure Partners managing director, APAC, Rob Kerr, is to leave the firm at the end of July after eight years. Kerr is the firm’s managing director, head of capital formation and ...

Dinsmore joins independent investment manager Copia from Wellington Management, where he led the firm’s financial intermediary business for Australia and New Zealand. In total, he spent 14 years at ...

In the latest episode of Relative Return, host Laura Dew chats with Haran Karunakaran, fixed income investment director at Capital Group, to discuss why fixed income solutions are back in the ...