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Fiducian Group has enjoyed double-digit growth in its FUMAA and NPAT for the first half of FY25, as it looks to boost adviser numbers to 150 through potential acquisition...
The parliamentary inquiry into the sophisticated investor test (SIT) has recommended making the test less subjective in order to prevent abuse by AFSLs....
Iress has appointed the former head of Count Financial to a newly created executive general manager position in its wealth APAC team....
Perpetual’s board is considering a revised proposal from private equity firm KKR following unwelcome ATO tax guidance at the end of 2024....
Centuria Capital Group has appointed its second former professional sportsperson as its healthcare fund manager....
Pinnacle’s UK affiliate Life Cycle Investment Partners has shared details of its first global equities fund and how joining Pinnacle offers the best of both worlds....
AMP chief executive Alexis George says the company is “living and breathing organic growth” as it enters the final year of its business simplification program and looks t...
Australian dealmakers are expectant of deals in 2025 to come from a silver tsunami of retiring practice owners who are planning for their succession, with generational sh...
GQG Partners saw a twofold increase in net flows for 2024, as chief executive Tim Carver eyes a robust pipeline of potential deals for its private capital solutions busin...
Brookfield, which recently entered the bidding war to acquire Insignia Financial, has launched a private credit strategy managed by Oaktree for Australian wholesale inves...
Reach Alternative Investments has appointed a head of private wealth following the firm’s strategic alliance with platform HUB24....
Financial advisers are being encouraged to bring forward their retirement income planning conversations with clients, with an ideal “runway” of at least 10 years prior to...
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...