Evalesco chief executive Jeff Thurecht will lead the combined business as chief executive, alongside director Marshall Brentnall and general manager Belinda Marley-Wallace. Principal Edge founder ...

Invesco Advisers was charged by the Securities and Exchange Commission (SEC) after it was found to have misled investors as to what proportion of its total assets were invested according to ESG ...

LGT Crestone has inked a deal to scoop up Commonwealth Bank's (CBA's) remaining personal advice business, which serves high-net-worth and ultra-high-net-worth clients.

HMC Capital will acquire iseek, a leading Australian co-location data centre operating platform, for $400 million. HMC said the acquisition is consistent with its recently announced strategy to ...

Small caps investment house Spatium Capital has inked a merger agreement with Singapore's Conduit Group. Spatium Capital, based in Melbourne, is merging with Conduit Securities and Conduit Asset ...

McCarthy Hockey told FINSIA 's The Regulators event that APRA's main priority for next year will be the Systems Risk Stress Test, which will get underway in the first half of 2025. The test will ...

The Australian Financial Complaints Authority (AFCA) revealed some of the most common systemic issues it saw in the second half of FY24, including continued non-compliance with the Protecting Your ...

Prudential Financial has appointed a former Morgan Stanley Investment Management (MSIM) executive to lead its US$1.4 trillion global asset management business, PGIM.

David Andrew, the managing director at Capital Partners Private Wealth Advisers, is stepping down after 25 years.

A new survey shows financial advisers are increasingly relying on other advisers who are specialists in the areas of tax, aged care, and estate planning.

Perpetual is rolling out a global leadership restructure in its asset management arm, in a move that sees the departure of its chief risk and sustainability officer.

People who use a financial adviser tend to be older - over half are aged 60 and above - primarily retired, and predominantly male, according to VanEck.