Former investment manager, Brett Paul Trevillian, has been sentenced for forging performance reports related to managed discretionary account (MDA) investments. Trevillian was sentenced in the Sydney ...

In this episode of Relative Return, host Laura Dew speaks with Eric Braz, MFS portfolio manager on the global small and mid-cap fund, the MFS Global New Discovery Strategy, to discuss the power of ...

Australia’s hybrid bond market rarely makes headlines, but in recent weeks it has been firmly back in the spotlight. The Australian Prudential Regulation Authority (APRA) recently revealed plans to ...

PGIM, the global asset management arm of Prudential Financial, has appointed Jacques Chappuis as its new president and chief executive. Chappius will join the US$1.4 trillion business in May 2025 and ...

Reporting to director and head of fixed income Michael Frearson, Chapman will lead the management of its Real Income Fund. This aims to provide investors with an enhanced income stream with a target ...

LGT Crestone has signed an agreement to acquire Commonwealth Bank of Australia’s (CBA) personal advice business, Commonwealth Private Advice. In an announcement on 11 November, LGT Crestone confirmed ...

A team of specialists can provide a better experience for clients, according to Findex, with advisers and accountants urged to have a close relationship. A financial adviser’s role is to focus on ...

Perpetual has announced new global leadership appointments, including a hire from State Street Global Advisors (SSGA), as it prepares to separate the asset management division into a standalone ...

Platform Praemium has updated on the progress of its integration with OneVue, which it acquired from Iress earlier this year. It was announced in April that Praemium had completed the acquisition of ...

In this episode, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Steve Kuper to dive deep into the recent US election results and what they mean for the world. With Donald ...

Wealth management brands have emerged as some of the worthy winners at tonight’s inaugural Australian AI Awards 2024. With artificial intelligence rapidly permeating every industry, both small- to ...

Financial advice and its associated technology have been identified by a panel of industry experts as key hotspots in the Australian M&A landscape. Speaking at Gilbert and Tobin’s inaugural Financial ...