In her expanded role of head of portfolio management, Nash will have oversight of the final portfolio outcomes in terms of performance, client expectations and attribution. Meanwhile, Guido will lead ...

A key risk for financial services firms today is conveying trustworthiness to clients, a KPMG report highlights. The professional services firm identified the top risks threatening Australian ...

Stantins Financial Services has moved under AMP’s licence to help drive growth in the business. The Melbourne-based multidisciplinary financial services firm specialises in finance advice, estate ...

Montaka has $260 million across three funds and offices in New York and Sydney. Under the arrangement, Montaka’s funds will operate independently of MFF and investors will continue to benefit from ...

After making a name for themselves on the footy field and the tennis court, these two ex-sportsmen reflect on their journey into financial advice. Welcoming career changers into the advice profession ...