Former CEO of Global X, Evan Metcalf, has taken up a new position at a specialist ETF provider. Metcalf worked at Global X ETFs Australia for a decade and was appointed as its CEO in September 2022 ...

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.

The iShares Core Global Aggregate Bond (AUD Hedged) ETF (AGGG) will invest in investment-grade global bonds, including government, securitised, and investment-grade corporate bonds across multiple ...

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, ...

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 ...

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 ...

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 ...

ASIC has cancelled the Australian financial services (AFS) licence of Wealth Trail after the Compensation Scheme of Last Resort (CSLR) made a payment for a complaint against the firm. Wealth Trail, ...

ASIC’s FY25 annual report has detailed that it had commenced 252 formal investigations during the year, alongside 829 surveillances. Outgoing ASIC chair Joe Longo said that investments in the agency’s ...

Blackwattle Investment Partners has hired a trio from First Sentier Investors to run its first Equity Income Fund. Rudi Minbatiwala, Jason Moodie, and Marlon Chan have worked together for the past 17 ...

With the intergenerational wealth transfer underway in Australia, wealth management firms are focusing both on attracting the next generation of clients and the next generation of advisers to service ...

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 ...