Lanteri Partners launches white-label solution with OpenInvest
Melbourne wealth manager Lanteri Partners has launched Medici Invest, an online solution providing investment strategies to a wider audience of emerging affluent Australians.
February 27, 2024
Asena Family Office opens shop in Australia
US-based Asena Family Office has launched an Australian-based arm of its business, with Melbourne boutique wealth management firm Giles Wade joining the group.
February 27, 2024
MLC Life nabs Cbus talent as chief technology officer
MLC Life Insurance has appointed Mirella Robinson to the newly created role of chief technology officer.
February 27, 2024
Profitable and ethical advice a prime opportunity for young advisers
Profitable delivery of reasonably priced and ethical financial advice to younger Australians is an important opportunity for a new generation of professional advisers, provided the regulatory environment is appropriately structured, writes financial educator, Robert M C Brown.
February 26, 2024
NZ Super appoints new chair
Guardians of NZ Super has appointed John Williamson as the Kiwi sovereign fund’s chair, replacing Catherine Drayton who is stepping down at the end of this week.
February 26, 2024
Global pension assets approach $85t after 2023
Global pension assets have risen 11 per cent to reach US$55.7 trillion ($84.9 trillion) in 2023, according to the Thinking Ahead Institute’s latest Global Pension Assets Study.
February 26, 2024
REST makes first impact investment in listed equities
Retail workers industry fund REST has made its first listed equity impact investment, committing $150 million into a mandate with asset manager Ninety One.
February 26, 2024
Iress sells OneVue platform business to Praemium
Iress has agreed to sell the platform business it acquired from OneVue to ASX-listed platform technology provider Praemium.
February 26, 2024
Aware Super to fuel sustainability transition with global co-investment
Aware Super has made a US$50 million ($76 million) co-investment alongside Macquarie Asset Management (MAM) into a specialty infrastructure finance company helping to fund the North American sustainability transition.
February 26, 2024
‘On the other side of calamity’: AMP eyes brighter advice future
In Adelaide at AMP’s 2024 Advice Live event, group executive for advice Matt Lawler explained why he believes AMP’s advice business is very different from a few years ago. The candid discussion comes amid the canvassing of views from the network over whether they want to maintain the security of institutional backing or if it is time for a stand-alone spin-off.
February 23, 2024
Growth mindset and ignoring the noise
Practices that want to maintain a growth mindset should focus on honing their internal processes and procedures, according to AFSL consultancy Tangelo Advice Consulting, and try to ignore a noisy regulatory environment.
February 23, 2024
