Pinnacle Investment Management has announced it will acquire strategic interest in two international fund managers for $142 million. These are a 22.5 per cent stake in US-based private markets firm ...

The strategic partnership with Oaktree Capital Management and AZ NGA will be “only the start” for overseas players looking to enter the Australian financial advice market, according to experts. In ...

Increasing revenue per client is a strategic priority for over half of financial advice businesses, a new report has found. Colonial First State’s (CFS) 2024 Advice Practice Profitability Report, ...

Centrepoint Alliance has hired Colette Thunig as head of distribution for platforms and investment management. Thunig previously worked as the head of distribution and corporate client relationships ...

Fiducian Group has appointed its next general manager of superannuation to lead its flagship super offering. The financial services company announced that Jonathan Green stepped into the role on 18 ...

ASIC has cancelled a Sydney AFSL for failing to pay an AFCA determination which was then paid by the Compensation Scheme of Last Resort (CSLR). DOD Bookkeeping of Parramatta, NSW, which is in ...

Metrics Credit Partners is expanding its private credit fund range with a managed fund for retail investors. The Metrics Real Estate Income Fund will be a managed fund offering retail investors access ...

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments for investments. Appearing at ...

As fund managers struggle to find specialist expertise in alternative asset classes, employers are needing to offer competitive salaries to recruit talent. According to Kaizen Recruitment’s Investment ...

Mason Stevens has appointed Andrew Tunny as head of strategic accounts, joining from research house Investment Trends. In the role, Tunny is tasked with driving new business and strengthening platform ...

Magellan Financial Group’s chief financial officer and chief operating officer is set to depart from the asset manager by the end of 2024. In an ASX announcement, the firm announced that Kirsten ...

As advisers seek to build well-diversified portfolios to navigate volatility, investment executives say the benefits of real assets can “absolutely” outweigh a lack of liquidity, provided there is a ...