Escala Partners launches alternatives platform

high-net-worth/Alternatives/private-markets/

Private wealth manager Escala Partners has launched an end-to-end investment platform to strengthen its alternatives capability as clients seek sophisticated vehicles.

AUTHOR

Copia expands regional adviser distribution team

Copia/Copia-Investment-Partners/distribution/business-development-manager/

Independent investment manager Copia Investment Partners has appointed Adam Tweedale to its distribution team, working with advisers across Victoria, Western Australia, and Tasmania.

AUTHOR

ASIC cancels AFSL following CSLR payments

CSLR/ASIC/AFCA/advice/

ASIC has cancelled the AFSL of a Perth financial services firm following payments to its clients by the Compensation Scheme of Last Resort after a failed managed investment scheme.

AUTHOR

Bravura CEO Russell to step down

Bravura/financial-planning-software/

Bravura chief executive Andrew Russell has announced he will be stepping down from the company, just under two years after his appointment.

AUTHOR

Younger advised clients sitting top of buyers’ wishlist

financial-advice/selling/M&A/Radar-Results/

Financial advice businesses with a younger, wealthier client base are enjoying higher valuations and increased attention from potential buyers than those with older clients.

AUTHOR

How have adviser numbers fared under Labor?

Wealth-Data/adviser-numbers/election/federal-election/

With the federal election just days away, how have adviser numbers changed over the last three years of the Labor government?

AUTHOR

FSCP reviews adviser’s CPD breach

FSCP/ASIC/CPD/enforcement/financial-advice/

The Financial Services and Credit Panel has made a decision regarding an adviser who failed to complete their continuing professional development.

AUTHOR

Spectrum offering boosts Praemium FUA

praemium/platform/

The newly launched high-net-worth offering, Spectrum, has boosted funds under administration at platform Praemium, rising to $62.3 billion.

AUTHOR

Clime IM sets groundwork for retail approach

Clime-Investment-Management/funds-management/financial-advice/

Clime Investment Management has enacted a range of growth initiatives to boost the firm’s reach with wholesale investors and a new approach targeting the retail market.

AUTHOR

GDG joins ASX 200 as growth pipeline delivers

Generation-Life/ASX-200/

Generation Development Group, parent of Generation Life, has entered the ASX 200, having grown its funds under management to almost $4 billion.

AUTHOR

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