Insignia chief executive Scott Hartley has responded to questions that, given its strong half-year performance, the price paid by acquirer CC Capital may too be low. US private investment firm CC ...

PlatformPlus gives Infocus advisers and AFSLs access to technology to help them with compliance, advice management, revenue management and risk management. As an all-in-one solution, it reduces the ...

Dimensional Fund Advisors has expanded its global equities suite with the launch of the Dimensional Global High Profitability Trust as it reaches US$1 trillion in assets under management (AUM). The ...

Fidelity International has appointed two sales managers to deliver tailored support to Australian advisers and key strategic clients, reaffirming its commitment to the region. In its Sydney office, ...

Operating since 2000, Astute Financial offers aggregator services, insurance and wealth management services with a loan book of over $20 billion. “Centrepoint secures 100 per cent of the financial ...

Future developments are planned to include functionality such as automatic task creation, data summarisation across workflow, audio inputs, integrated reporting across business dashboards, and ...

As more thematic ETFs hit the market, a Dimensional director has argued that adviser now need to allocate more time to their due diligence processes, time most don’t have to spare. ETFs themselves ...

Two advice licensees – WT Financial and Fiducian – have reported their first-half results for the six months to 31 December. For Fiducian, the firm reported a 9 per cent rise in funds under management ...

DWS said Taylor has “deep expertise” across multiple sectors, including residential, and the firm intends to help with DWS’ implementation of ‘Essential Living’, its residential investment strategy.

In the latest Meet the Manager profile, Money Management speaks with Magellan Investment Partners portfolio manager, Alan Pullen. Seeded in 2021, the Magellan Global Opportunities Fund has delivered ...

Prior to VBP, Jacobsen held several senior executive positions including managing director of listed company Diverger, managing director of Paragem, and general manager roles at Perpetual Private. He ...

The Reserve Bank of Australia (RBA) has made the decision to increase the cash rate by 25bps, bringing the official cash rate up to 3.85 per cent. While boding potential bad news for homeowners, the ...