Perennial targets next generation of growth heroes

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A year on from the successful launch of its first private companies fund, the Perennial Private to Public Opportunities Fund (PPP1), Perennial Value Management (Perennial) has announced the launch of... Read more continue reading

RegTech boosts team to meet surge in demand

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Fourth Line, one of Australia’s leading RegTech risk management and compliance systems for financial advice, today announced a boost to its team with the engagement of Joel Ronchi from myIntegrity... Read more continue reading

CountPlus targets selective growth opportunities in disrupted financial advice sector

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CountPlus Limited (ASX: CUP) has released financial results that underpin a judicious approach to attracting, retaining, and growing high-quality financial advice firms. The Company has flagged a decisive strategy of... Read more continue reading

Australian Unity appoints Dr. Joe Fernandes as CIO 

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Australian Unity’s Wealth & Capital Markets business has appointed Dr. Joe Fernandes as Chief Investment Officer. Dr. Fernandes joins the 180-year-old mutual organisation with more than two decades of experience... Read more continue reading

Equity Trustees sharpens focus to grow corporate trustee business in Australia and overseas

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Australia’s leading trustee company, Equity Trustees, has sharpened its focus on growing the corporate trustee/responsible entity business, realigning two of its key leaders with the target markets of Australia and... Read more continue reading

COVID volatility underscores need for next generation in risk management

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New academic research by Plato Investment Management’s Head of Long Short Strategies, Dr David Allen, has highlighted the need for investors to move beyond the traditional “bell-shaped” normal distribution assumption... Read more continue reading

Crestone seeks positive impact through Conscious Investment Management

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Leading wealth adviser Crestone Wealth Management (Crestone) has announced a partnership with Conscious Investment Management through its Impact Fund. Through its continued commitment to ESG and sustainable investing, partnering with... Read more continue reading

Roar Software strengthens team and adds advanced modelling engine tool

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Roar Software has expanded its senior leadership team and added a new modelling tool to its integrated adviser marketplace, highlighting its commitment to provide a competitive and genuine alternative technology... Read more continue reading

Zurich announces key operational appointments to support its integrated service agenda

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Zurich Life & Investments has announced several key appointments in its operational team, to support both the Zurich and OnePath life insurance brands and provide a consistently high-quality experience for... Read more continue reading

MLC Core Investment List surpasses $500m FUM milestone

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MLC Wealth’s (MLC) new Core Investment List, available on MLC Wrap and Navigator Series 2, has surpassed $500m FUM in the four months since launching in April 2020[1]. The Core... Read more continue reading