A financial adviser says AI and a custom-built CRM system are saving him up to 15 hours a week, offering a practical ...

Two CIOs from LGT Wealth Management and Pitcher Partners have shared their thoughts on this week’s RBA decision which brought ...

Global professional body The Chartered Institute of Securities and Investments has made a heavy push into Australia and New ...

Private wealth manager Walker Lane has appointed an adviser as the first partner to not be a founder of the business.

Some 60 per cent of global asset managers plan to offer tokenised investments to their clients within the next 24 months as ...

The study noted that Australian dividends were among the strongest globally in the third quarter to 30 September, with core growth of 14.8 per cent (compared to 7.5 per cent globally). This was the ...

Overseas investment managers need more than operational support to succeed in Australia, says Copia, and the firm has shared ...

Sequoia chief executive and director, Garry Crole, has resigned from the firm. Crole said he felt it was in the “best interest of the company and its stakeholders” to step back but will remain as a ...

Pacific Current Group (ASX:PAC) has seen a weaker investment performance affect its total funds under management.

Betashares has launched the Betashares Global Fundamental Value ETF (GVAL) which comprises up to 750 companies and seeks to track the FTSE Developed Markets Select ex Australia Fundamental Value Index ...

The decision by L1 Group to sell Platinum Investment Management (PIML) to Equity Trustees has received a decision from the ...

Regal Partners has announced new leadership and investment strategy for its listed investment company Regal Asian Investments ...