Held in May in Sydney, the black-tie gala event showcased the depth of talent of the nation’s leading professionals and businesses in the wealth management industry while affirming the sector’s ...

A former Perth financial adviser has pleaded guilty in court to stealing $1 million from his clients for his own benefit. Anthony Paul Torre appeared in the District Court of Western Australia on 28 ...

Findings from Morningstar show over 250 sustainable funds globally changed their names or dropped key ESG terms during 2024 amid regulatory greenwashing fears. In the research house’s Global ESG Flows ...

Milford Asset Management is set to terminate its Diversified Income Fund due to the “current small investment scale” of the product. Equity Trustees, the responsible entity for Milford’s investment ...

Donald Trump’s presidency has already begun reshaping the corporate and political landscape in the US, with executive orders rolling back diversity, equity, and inclusion (DEI) initiatives and clean ...

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 ...

The emergence of DeepSeek, a Chinese artificial intelligence (AI) start-up that claims to have built an advanced large language model in just two months for under US$6 million, sent shockwaves through ...

Anthony Doyle, who departed Firetrail Investments last month, has joined Schroders as its investment director for global equities. Based in Schroders’ Sydney offices, Doyle will represent the fund ...

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, ...

Financial services compliance and risk consultancy Assured Support has appointed a new chairman to its advisory board. The firm announced that Mark Rantall has joined its advisory board as chairman, ...

Bennelong Funds Management has announced its first responsible entity service client, having flagged it as a 2025 priority for the firm. This will be Paragon IM, and Bennelong FM will be the ...

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 ...