An equity partner firm of Count has acquired a Victorian accounting and financial planning business for $2.1 million, following its first M&A deal in February.
Melbourne-based financial advice practice Tribeca Financial has expanded its advice footprint by establishing an outpost in Sydney and welcoming a new partner onboard.
The top 10 ETFs for highest inflows over 1H24 have been revealed by Betashares, as well as the products with the largest outflows.
As Annick Donat announces she will step down as group CEO from Clime Investment Management, Money Management takes a look back at the M&A moves made by the firm during her tenure.
With the end-of-financial-year adviser gains and losses finalised, how does this year’s movement affect the ranking of the top three licensees?
Schroders Australia has appointed a new business development manager as the investment manager looks to further broaden its footprint in the intermediary market.
Newly merged advice firm Forbes Fava Saville Financial Planning has appointed a former Insignia practice development manager to the general manager of operations role.
A NSW individual has been convicted in Sydney’s District Court for providing unlicensed financial advice to individuals.
Listed fund managers have shared their final funds under management tallies for FY24 and how much they have grown during the year.
Clime Investment Management has announced its group CEO Annick Donat is to depart from the firm after four years.
