Financial services group Tribel has entered into agreement to roll out an estate planning solution from Yodal to its financial advisers. The service will gather and store the client information ...

In her expanded role of head of portfolio management, Nash will have oversight of the final portfolio outcomes in terms of performance, client expectations and attribution. Meanwhile, Guido will lead ...

Nanuk Asset Management has announced the listing of its New World Fund (Currency Hedged) Active ETF (NNWH). Now, the strategy's ETF quotation provides an actively managed, currency hedged version as ...

A key risk for financial services firms today is conveying trustworthiness to clients, a KPMG report highlights. The professional services firm identified the top risks threatening Australian ...

The fallout from Dixon Advisory could have been far worse, according to Numerisk’s Richard Silberman, if the products hadn’t been isolated to one individual company. Dixon Advisory collapsed in 2022 ...

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 ...

PineBridge Investments has made its flagship Global Focus Equity Fund available to Australian wholesale investors for the first time. The fund manager, which is focused on active, high conviction ...

Moneysoft, an Australian digital solutions provider for financial advisers, has been fully acquired by global retirement administration business MUFG Pension and Market Services. MUFG's acquisition of ...

AZ NGA chief executive Paul Barrett has unpacked how its strategic partnership with Oaktree will take the professional advisory firm “to the next level”. In an announcement on Monday, AZ NGA confirmed ...

Stantins Financial Services has moved under AMP’s licence to help drive growth in the business. The Melbourne-based multidisciplinary financial services firm specialises in finance advice, estate ...

A financial adviser has outlined how forming relationships in the workplace could help women progress in their careers. Ahead of the Women in Finance Summit 2024, Money Mentor’s Adele Martin said that ...

Montaka has $260 million across three funds and offices in New York and Sydney. Under the arrangement, Montaka’s funds will operate independently of MFF and investors will continue to benefit from ...