Advice veteran to retire from AdviceIQ

AdviceIQ/AFSL/exit/financial-advice/

Advice veteran Paul Harding-Davis is to step down from Brisbane licensee AdviceIQ Partners after eight years, and the business has appointed a new general manager.

Read more about:

AUTHOR

Franklin Templeton bolsters active ETF suite

Franklin-Templeton/ETF/ETFs/product-launch/

The investment manager has launched a new active ETF product on the ASX based on an existing Martin Currie fund for investors seeking stable and growing income streams.

Read more about:

AUTHOR

Bringing a slice of America to an Aussie wealth manager

financial-advice/wealth-management/america/private-equity/

Stellan Capital’s new CEO Jim DeCarlo says he will use his US experience to organically double the firm’s assets to $2 billion within 18 months, and believes overseas PE firms have a role to play in the Australian market.

Read more about:

AUTHOR

How firms can retain staff amid M&A

M&A/recruitment/staff/Kaizen-Recruitment/

Culture clashes and differing management styles are among the reasons why, recruiters tell Money Management, they see employees changing jobs post-M&A activity.

Read more about:

AUTHOR

Wealth Architects broadens reach amid acquisition spree

wealth-management/M&A/financial-advice/

Brisbane-based Wealth Architects has announced two acquisitions as it continues its path into regional Australia and branches out into life insurance.

Read more about:

AUTHOR

Milford AM appoints CEO

milford/Milford-Asset-Management/fund-manager/ceo/

New Zealand-headquartered fund manager Milford Asset Management has appointed a new chief executive to replace Mark Ryland who departs after 11 years.

Read more about:

AUTHOR

Entireti hires inaugural CIO

Neil-Younger/amp/rainmaker/chief-investment-officer/

Entireti, Australia’s largest financial advice licensee owner, has welcomed its first chief investment officer to drive its research and investment services team.

Read more about:

AUTHOR

Clime IM makes ‘rapid return’ to profits following shareholder backlash

Clime/Clime-Investment-Management/

Clime Investment Management has declared a small profit in the December quarter following a statutory loss of $3.8 million in FY24 and subsequent shareholder backlash.

Read more about:

AUTHOR

Active ETF innovations strain technology providers

platform/Calastone/active-ETF/ETF/

The growth of active ETFs is placing strain on technology providers, according to Calastone, as vehicles become more complex.

Read more about:

AUTHOR

ASIC announces first adviser banning of 2025

ASIC/

The corporate regulator has announced its first adviser banning of the year with the permanent ban of a Queensland-based former adviser that was sentenced to seven years’ imprisonment.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 2 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 4 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 1 day ago
moneymanagement logo