PEOPLE & PRODUCTS

INDUSTRY NEWS

A Victorian accounting firm – in which Count holds a 40 per cent equity stake – has announced the acquisition of an accounting client book through a $1.4 million transact...

INDUSTRY NEWS

Boutique asset manager Aldersley Capital has partnered with online platform OpenInvest to launch a new investing solution to reach a broader audience of high-net-worth in...

INDUSTRY NEWS

Financial software firm Bravura has hired a chief people officer, fresh from transforming the culture at AMP. ...

INDUSTRY NEWS

ifa is hosting a free webcast in February on how one retirement income solution could prepare clients for retirement, sponsored by Allianz Retire+....

INDUSTRY NEWS

Former abrdn managing director Brett Jollie and F3 founder Camilla Love are among appointments to the advisory board of Melbourne recruitment firm Kaizen....

INDUSTRY NEWS

With advisers opting to leave large licensees and set up their own business, the ATO has launched a new online learning platform to help small business owners meet their ...

INDUSTRY NEWS

Wealth management and advice technology firm GBST has appointed a head of Asia Pacific, joining from SS&C Technologies. ...

INDUSTRY NEWS

The $211 billion Future Fund has appointed a new chair to replace Peter Costello, who will step down next month after 14 years....

INDUSTRY NEWS

Research IP, an investment research provider, has appointed SQM Research’s former head of research Rob da Silva to lead the firm’s expansion into the Australian market....

INDUSTRY NEWS

The chair of Australian Retirement Trust has been appointed as non-executive director at the Bank of Queensland, commencing next month....

INDUSTRY NEWS

Multiboutique asset manager Warakirri Asset Management has appointed a head of sustainability, a newly created role for the business....

INDUSTRY NEWS

Diverger shareholders have approved its merger with Count in a vote today, culminating the “dual growth strategy” pursued by the licensee....

 

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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

2 days 10 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

2 days 10 hours ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

3 days 5 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago