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Non-aligned financial advisers are leading the charge on managed accounts adoption, according to new research by NAB and Investment Trends.

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Equity Trustees has been appointed the responsible entity (RE) for Pentalpha, a Brisbane-based Australian equities boutique.

Tim Stewart

Former Investors Mutual portfolio manager Jason Teh has struck out on his own to launch equity income boutique Vertium Asset Management.

Staff Reporter

ClearView authorised representative Julie Berry has been re-appointed to the Tax Practitioners Board for a further three years.

Tim Stewart

The ‘pull-forward’ of superannuation contributions due to the 1 July 2017 rule change is likely to benefit wealth management companies in the upcoming reporting season, says Citi Research.

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