Laura Dew

Former investment manager, Rodney Forrest, who was sentenced for insider trading regarding a potential Platinum Asset Management takeover, has successfully reduced his sentence via appeal.

Outgoing ASX chief executive, Helen Lofthouse, has acknowledged concerns regarding the federal budget's CGT changes but says the devil will be in the detail regarding the impact on future IPOs.

A Melbourne advice firm focused on ultra-high-net-worth clients has separated from Stellan Capital and will operate independently under the brand Cetina Family Office.

LGT Wealth Management has hired four senior individuals as it experiences growing demand from high-net-worth clients for a wider range of services.

With more and more firms pivoting to focus on high-net-worth clients, Daniel Harris, head of Melbourne private wealth firm GWPO, has shared his tips to working with this client base.

AFCA has appointed former Cbus and VFMC general counsel Paul Woodburn as its lead ombudsman for superannuation on a five-year term.

Challenger is seeking to ‘build a bridge’ between accumulation and retirement to help financial advisers as more and more Australians move into the retirement phase.

If a licensee chooses to ignore potential lead generation obligations, this could cause a “huge amount of damage” to the advice space, according to the FAAA.

Infocus has received a minority investment from specialist growth investor Scarcity Partners as the firm moves into its next phase of evolution.

Infocus founder Darren Steinhardt says the decision to work with growth investor Scarcity Partners will allow the firm to embrace its next chapter and whether it considered offshore interest.