A new co-portfolio manager has joined Tyndall Asset Management to help strengthen the performance of its small companies portfolio. The Australian equity investment manager has appointed Josh Phillips ...

Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners. According to the wealth ...

Iress has announced several appointments in its APAC wealth propositions team. The software provider confirmed that it has expanded the team with a number of newly created roles, focusing on executing ...

With regional and rural suburbs exhibiting high spare capacity to invest, Money Management speaks to three regional advisers on the opportunities beyond the cities and the importance of a strong ...

Over 40 per cent of chief executives believe their firm will be unviable beyond the next 10 years and are actively reinventing their businesses to stay relevant. In PwC’s annual global CEO survey, the ...

With Sanlam Private Wealth (SPW) coming under ASIC pressure regarding the number of responsible managers (RMs) in its business, law firm Holley Nethercote explores what the role entails. At the end of ...

Iress has announced it will divest its superannuation business as the latest step in its transformation program, allowing it to focus on wealth management. The software firm has entered into a binding ...

Chirakis worked as CEO at Ophir for almost six years, having joined in February 2019 as an investment director following eight years at AMP Capital. He was then promoted to chief executive in August ...

Australian Unity has appointed a fund manager for its Healthcare Property Trust, joining from Centuria Healthcare, as it restructures the product. Vijitha Yogavaran has joined the firm as a fund ...

HUB24 has announced it plans to close its Xplore managed discretionary account (MDA) service in 2026, but total funds under administration (FUA) rose to $120.9 billion. The firm has seen a 14 per cent ...

Learning to delegate authority and relinquish a hands-on approach is critical when building a self-sustaining financial advice practice, Assured Support unpacks. The consultancy explored how advice ...

Perth financial advice firm Wealth Management Partners (WMP) has merged with global financial services firm Gallagher. The two firms said this will enhance its service offering on the west coast, ...