Experience the forefront of change in the financial services landscape at the inaugural Australian Wealth Management Summit, a groundbreaking one-day conference navigating the intricate landscape of ...

The organisation, which provides the prestigious Chartered Financial Analyst qualification among others, said it will rename its Certificate in ESG Investing next month. It said: “Since the ...

JANA Investment Advisers has announced its latest hire to grow its wealth business, who previously held senior consultant roles at Mercer and Lonsec. The investment consulting firm has appointed David ...

Integro Private Wealth has formed a strategic partnership with an accounting business in Brisbane, signifying its expansion into Australia’s east coast. The Perth-based wealth management firm has ...

Natixis Investment Managers has explored how financial advisers can leverage derivative income exchange-traded funds (ETFs) to enhance income generation. According to the investment management firm, ...

Centrepoint Alliance is among this week’s largest adviser gains, with the licensee gaining two from rival Sequoia Financial Group. In this week’s Wealth Data numbers to 20 March, both Centrepoint ...

AMP’s North platform has launched a new file note assistant for financial advisers powered by artificial intelligence (AI), eliminating the need for manual note-taking. According to the firm, its AI ...

Colonial First State (CFS) has added several new international managed accounts to its Edge platform. The firm confirmed that financial advisers and their clients now have access to an international ...

Following the change, the $36 million fund will now be known as Ellerston Asia Growth Fund Complex ETF. The fund invests in a portfolio of 20–50 Asian companies, with a focus on high-quality companies ...

Responsible Investment Association Australasia (RIAA) chair Ross Piper has stepped down, and the organisation has appointed a successor from First Sentier Investors. Piper has sat on the board for ...

Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles. Clifford, who has worked at Platinum for 31 years and is a ...