Adviser-led wealth firm Granite Bay Private Wealth has been launched by a group of former Morgan Stanley executives with plans to expand nationwide. The Brisbane and Sydney-based wealth firm is led...
The fallout from Shield and First Guardian is likely to stifle future platform innovation as trustees shy away from risk...
HLB Mann Judd Australasian Association has announced Tony Fittler will step down as chair after 15 years in the role, continuing on with the firm’s Sydney office. ...
With AI being flagged as a key focus for many in the advice industry, an industry specialist lawyer has warned...
Two of the industry's largest licensees suggest the investment trends of 2025 will carry over into the new year as...
After a tumultuous 2025, Prime Financial has cautioned inflation and a long-term mindset should be the top priority for the year...
Only four licensees saw double-digit adviser losses over the Christmas and New Year period but a tail of more than...
Ord Minnett has appointed a national practice manager, a newly-created role focused on professional development. Based in Melbourne, Scott Weaver...
Wealth-focused evergreen funds are set to grow at 11 per cent annually by 2029 as wealth managers focus on private...
The first adviser numbers have been revealed for the start of 2026, showing the impact of the education deadline which...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
