6+ day, 6+ hour ago   (247+ words) Managed portfolios now account for 30 per cent of total advised FUA, up from just 16 per cent in 2021, but only some sectors will be winners from this boom. Source: North, September 2026 North also argues that with managed accounts, advisers can use…...

1+ week, 11+ hour ago   (423+ words) Perth-based Integro Private Wealth will merge with WA advice firm Coastline Private Wealth and intends to create a specialist risk division. Integro said the deal aims to strengthens its presence in the state, benefit from broader scale, and create a…...

1+ week, 9+ hour ago   (631+ words) With significant tax and superannuation reforms now legislated or approaching commencement, advisers are increasingly focused on helping clients understand what practical steps they should consider before key dates take effect. The BT Technical team answer around 2,000 queries from advisers each…...

1+ week, 1+ day ago   (455+ words) Aaron Binsted, co-head of Lazard’s Australian equities division, will move to Schroders in November after almost 25 years with the fund manager. Binstead joined Lazard in 2002 as an analyst on its Australian equities desk and was promoted to portfolio manager in…...

1+ week, 6+ day ago   (414+ words) Three fund managers have made a series of appointments across their investment and distribution teams. Fidelity International has appointed Tamzin Manning as investment director, joining from T. Rowe Price where she was vice president and senior portfolio specialist. Simon Glazier, managing…...

1+ week, 6+ day ago   (278+ words) The managed accounts sector has grown over the past few years, representing close to $300 billion in funds under management (FUM) at the end of last year, according to the Institute of Managed Account Professionals (IMAP). Meanwhile, State Street reported that…...

2+ week, 1+ day ago   (395+ words) Advice licensee and wealth manager Infocus has appointed an executive general manager for platforms. This will strengthen the firm’s executive team and support the growth of its platform infrastructure, superannuation and wealth management capabilities Terry Constable will join the firm…...

2+ week, 6+ day ago   (240+ words) Under the agreement, MST Investment Solutions will gain access to Genium’s investment manager research and ratings across major asset classes, alongside ongoing analytics and reporting capabilities. In return, Genium will access MST Financial’s Australian equities and market research, which is…...

2+ week, 6+ day ago   (501+ words) Melbourne-based Hewison Private Wealth has received a private equity investment from Pemba Capital Partners. Founded by John Hewison in 1985, boutique wealth manager and independent advisory firm Hewison manages $3 billion in funds under advice while Sydney firm Pemba Capital Partners was…...

3+ week, 15+ hour ago   (276+ words) Three global investment advisory firms have ceased a research alliance after 13 years. The Global Investment Research Alliance (GIRA) was established by Frontier Advisors and US firm Segal Rogerscasey (now known as Segal Marco Advisors) in 2013 to support the sharing of…...