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 ...

At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change ...

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 ...

Insignia Financial has announced the status of the two private equity bidders as due diligence comes to an end. Due diligence comes to an end tomorrow (15 May), having been extended by a month from ...

Dinsmore joins independent investment manager Copia from Wellington Management, where he led the firm’s financial intermediary business for Australia and New Zealand. In total, he spent 14 years at ...

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 ...

The restructure of Insignia Financial’s advice network into two parts could lead to further adviser attrition than initially forecast, Morningstar believes. Insignia reset its financial advice ...

A financial adviser has been given a reprimand by the Financial Services and Credit Panel (FSCP) for contraventions under the Corporations Act regarding superannuation advice. The FSCP said the ...