MM Newsletter
26 May 2023
Latest News
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Pinnacle founder on avoiding ‘rockstar culture’ in fund management

Pinnacle’s founder, Ian Macoun, has explained how he has structured the firm with its affiliate boutiques in order to avoid the negative impact of key person risk.

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Digital advice ‘market leader’ in voluntary administration

One of Australia’s leading providers of digital advice solutions has entered voluntary administration.

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Sponsored Content
Adviser insights podcast: Strategies for managing the wealth transfer
Praemium's Matt van Dijk talks to Francis Rigby of Financial Advice Matters about preparing clients for the intergenerational wealth transfer. Tune in for expert insights.
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Fourth Line sees executive restructure amid advice automation plan

The risk management and compliance system has announced internal leadership changes amidst its plans to fully automate the financial advice assurance process through AI.

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Fund Manager of the Year Awards welcomes new gold partner

A specialist provider of responsible entity services has joined the 35th annual Fund Manager of the Year Awards as a partner.

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JPMAM launches three active ETFs

The asset manager has launched three newly listed active ETFs on the ASX as it commits to more offerings for Australian investors.

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Invesco appoints sales veteran as client relations MD

Fund manager Invesco has promoted Jonathon Crook to managing director, head of client relations across Australia and New Zealand.

Podcast
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Relative Return: The prisoner’s dilemma of financial markets

In this episode of Relative Return, host James Mitchell catches up with Hari Balkrishna, portfolio manager at T. Rowe Price, to discuss his journey from investment banking with Goldman Sachs to running a Global Impact Equity Fund in London.

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