Mason Stevens expands distribution team with hire of Andrew Tunny to drive business growth

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Specialist wealth platform provider Mason Stevens is pleased to announce an expansion of its Distribution team, underscoring the company’s focus on long-term growth and client engagement. Leading this expansion is... Read more continue reading

Research reveals data integration, fragmentation, and product implementation as chronic pain points among wealth and financial advisers

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elemnta has announced key independent research findings that shed light on the severe data-related challenges holding back Australia’s wealth management sector. The research, ‘Data Storm: Exposing the Real Data Challenges... Read more continue reading

AZ NGA acquires StrategyOne Advice Network

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Professional services group, AZ NGA, has acquired Sydney-based financial planning firm, StrategyOne Advice Network (StrategyOne), continuing the group’s record of partnering with mature, high quality advisory businesses. Established in 1984,... Read more continue reading

Weekly economic and market update – week ending 15 November, 2024

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Investment markets and key developments Global share markets were messy over the last week, not helped by the ongoing rise in bond yields and a wind back in Fed rate... Read more continue reading

AFCA speaker to share code compliance insights at ANZIIF’s 2024 General Insurance Breakfast

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is delighted to host Dr Jared Orth, AFCA’s Senior Manager Code Compliance, as a keynote speaker at the 2024... Read more continue reading

Inflation pushes retirement preparedness to 10-year low as retiree concerns mount

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Retirement preparedness among Australians has reached its lowest point in 10 years, according to the Brighter Super & Investment Trends 2024 Retirement Income Report[1]. The report, is a comprehensive snapshot... Read more continue reading

ASIC announces new enforcement priorities with a focus on cost of living pressures

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ASIC has announced its enforcement priorities for 2025, capturing the key areas where it will direct resources and expertise in the coming year. ASIC Deputy Chair Sarah Court said, ‘Our... Read more continue reading

Federated Hermes Private Credit launches third European Direct Lending Fund

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Federated Hermes, a global leader in active investment management, has announced the successful foundation close of its European Direct Lending III Fund (EDL III), the third vintage fund of its... Read more continue reading

Fortitude Investment Partners expands leadership team

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Fortitude Investment Partners, one of Australia’s leading private equity managers, is pleased to announce the appointment of Chris Brookman as Chief Commercial Officer in a newly created role that focuses... Read more continue reading

Hamilton Lane Bolsters its Direct Equity Investment Team with strategic hires across North America and Europe

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Leading private markets investment management firm Hamilton Lane (Nasdaq: HLNE) today announced the expansion of its Direct Equity Investment Team, with the appointment of five new senior team members based... Read more continue reading