With LGT Crestone completing its acquisition of CBA’s advice firm, Money Management details the M&A activities of the second quarter so far. LGT Crestone confirmed this week that it had completed the ...

Russell Investments has promoted its global chief investment strategist to an APAC role which will see him relocate from London to Sydney. Andrew Pease joined the firm in 2006 from Macquarie Bank and ...

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 ...

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 60:40 model is no longer fit for purpose, but private assets can help save portfolios from market turmoil, writes Brendan Gow. The recent volatility in global public markets — both on the ASX and ...

BlackRock has taken a $25 million stake in Generation Development Group as the two firms announce a strategic alliance to design and distribute tailored retirement solutions. This will combine ...

Neville Allan Kendrick was permanently banned from 22 April from providing any financial services, performing any function involved in the carrying on of a financial services business, and controlling ...

Two fund managers have unpacked why financial advisers are essential to their debut in the exchange-traded fund (ETF) space. The Australian ETF industry has seen an array of new players entering for ...

Amid the current financial adviser shortage, Link Wealth is looking to expand its financial literacy program for high school students across the country. The financial services business, which has ...

Index provider MSCI has unveiled two measures to make it easier for financial advisers and wealth managers to access transparent insights into private assets. Firstly, it has launched two indices to ...

In this week’s special edition of Relative Return Insider, we bring you outgoing Financial Services Minister Stephen Jones’ keynote from Momentum Media’s Election 2025 event, followed by a Q&A focused ...

South Australian financial advice firm Calder Wealth Management (CWM) has announced a strategic partnership with a risk advice firm. CWM has formed a strategic partnership with risk advice firm Life ...