The experience of public markets can be viewed as a cautionary tale for private markets that growth may be strong currently, but the future could be less profitable and more operationally challenging, ...

Russell Investments has partnered with financial advice firm Invest Blue to launch the Cornerstone Private Markets Managed Portfolio, to expand private market access for Australian advised investors.

JANA Investment Advisers has announced a round of senior appointments to head its alternatives and infrastructure research and sustainability divisions. The investment consulting firm has appointed ...

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice in regard to clients establishing SMSFs. Jovan Videkanic was banned from providing financial services, controlling an ...

As the number of Australian family offices increases, KPMG’s latest report found that local C-suite salaries in these firms tend to fall below their international counterparts. A “family office” is ...

Insignia Financial has reported net inflows of $448 million into its asset management division in the latest quarter amid a total $1 billion inflows. In its data for the last three months to 30 ...

Pinnacle Investment Management has forged a strategic partnership with Japanese private markets manager Advantage Partners. ASX-listed Pinnacle has agreed to acquire 13 per cent over a three-year ...

Two Australian fund managers have been singled out by Morningstar for their ability to achieve consistent performance despite most managers witnessing underperformance of the ASX 200. In its ...

Lonsec Research and Ratings has appointed a head of sales, completing the leadership team to boost its reach with financial advisers. Anna Schofield has joined the research house from Challenger, ...

With the creation of mega advice firms fuelled by private equity, advisers are finding themselves under pressure to hit targets and achieve growth. Speaking on a Netwealth podcast, Michael Goodman, ...

Private wealth firm Escala Partners is seeking to become a leading player in the Australian advice landscape, helped by backing from US player Focus Financial. It was announced in July that private ...

Chief distribution officer at Allianz Retire+ Brendon Rodda has departed after less than two years to take up a senior role at Generation Life. Rodda joins Generation Life effective immediately as ...