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 ...

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, ...

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 ...

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm. CPG Research & Advisory, which operated in the Sydney CBD, saw its AFSL cancelled after ASIC became aware that CPG had ...

Chief distribution officer at Allianz Retire+ Brendon Rodda has departed after less than two years to take up a senior role at Generation Life. Rodda joins Generation Life effective immediately as ...

Colonial First State (CFS) has appointed J.P. Morgan Asset Management (JPMAM) to manage two global equity strategies run as multimanager single sector options. These multimanager funds are managed by ...

Count has enacted its latest M&A deal of the financial year, acquiring the accounting and audit client base of a Sydney accounting firm. Subsidiary CountPlus One has entered into a binding agreement ...

Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth (KPW), while Ord Minnett has hired a private wealth adviser from Morgan Stanley. Kennedy is described as an independent, ...

Wealth management platform provider Netwealth has announced a partnership with FinClear to deliver individual HIN data and trading capabilities to advisers and their clients. Founded in 2015, FinClear ...

Regal chief investment officer Phil King will step down from listed investment company VGI Partners Global Investments (VG1) after the LIC reported a loss of $17.6 million for FY25. VGI Partners is a ...

Wealth management firm LGT Crestone has appointed Darragh Kennelly as senior investment analyst to strengthen its chief investment office and help the firm scale its alternatives platform. Kennelly ...

ASIC has filed proceedings in the NSW Supreme Court that claim Fortnum Private Wealth failed to meet its AFSL obligations due to inadequate policies, frameworks, systems and controls in place to deal ...