Magellan Financial Group has agreed to merge with Barrenjoey Capital Partners, with the deal set for completion in Q4 FY26. In an ASX announcement on 2 March, Magellan detailed plans to merge with the ...

Telstra Super has succeeded in recruiting former UniSuper National Manager, Employer Relationships, Kathryn Forrest. Telstra Super said Forrest would be joining the fund in January, next year, as ...

The Australian Financial Complaints Authority (AFCA) has appointed three new executives as it prepares for sustained high complaint volumes and expanding responsibilities. Deborah Jenkins has been ...

Merchant Investment Management (MIM) has expanded leadership in the region naming two new managing directors, one of which will also take up head of Merchant Australia. The global capital partner has ...

The Financial Services Council (FSC) has released an industry standard for platform trustees in response to the collapse of Shield and First Guardian. The Wrap Superannuation Platform Trustee ...

Shaw and Partners has appointed two senior investment advisers, including one who joins after a 30-year career with Euroz Hartleys. Shane Lehmann specialises in fund management and tailored wealth ...

Advice licensee Count has completed its cornerstone investment in Tailored Lifetime Solutions, taking a 20 per cent stake. As part of the transaction, which was flagged in May, Tailored has also ...

The La Trobe Private Credit Fund (ASX: LF1) aims to raise between $100 million and $300 million via an IPO priced at $2.00 per unit, with the fund targeting monthly distributions benchmarked to the ...

Australia gained 25,000 new millionaires in 2025, presenting an attractive opportunity for the new boom in private wealth managers. According to the latest Global Wealth Report from UBS, it said ...

ASIC has suspended the AFSL of Prime Value Asset Management Limited for several weeks after the firm failed to meet its audit and reporting lodgement obligations. Based in Melbourne, the firm was ...

This award recognises an individual who has made an extraordinary and enduring contribution to Australia’s funds management and investment industry. It celebrates a career of leadership, integrity, ...

Merchant Wealth Partners has taken a strategic minority investment in multi-disciplinary firm Infinity Financial Consultants, while eyeing future M&A opportunities. Founded by chief executive Trevor ...