Clime Investment Management expects to see $1 million reduction in operating costs as a result of a cut in board and leadership costs. Earlier this month, three non-executives of Clime IM – Andrew ...

Digital advice platform Otivo’s Paul Feeney has detailed how its partnership with Colonial First State (CFS) is expanding the accessibility of advice in Australia. Last week, CFS announced the ...

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to ...

Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an FBAA executive. Ahead of the Women in Finance Summit 2024, the Finance ...

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to ...

Perpetual’s new chief executive Bernard Reilly has told shareholders how he hopes to turnaround the firm’s asset management division. Reilly joined the firm in September from his role at ...

Former Sydney financial adviser, David Valvo, has pled guilty in court to one count of dishonest conduct. Valvo appeared before Sydney Downing Centre on 15-16 October and pled guilty to one count of ...

Schroders has appointed a new business development manager (BDM) to its ranks, who joins from Perennial Partners. The fund manager has welcomed George Katopis as a BDM, effective from 21 October 2024.

An array of exchange-traded funds (ETFs) were launched over the past three months. Money Management reviews the most notable ETF launches during 2024’s third quarter, including new products from ...

Managed account solutions at Insignia Financial have hit $10 billion in funds under management as it adds 11 model portfolios to Expand. The firm said it has added 11 new separately managed account ...

Shaw and Partners Financial Services has appointed a NSW state manager to lead its Sydney-based team, alongside several financial adviser appointments. The financial advice firm has appointed Chris ...

Funds under management (FUM) at Magellan Financial Group grew during September to reach $38 billion. In an ASX statement, the firm said FUM grew from $37.8 billion in August to $38 billion. This was ...