Insignia Financial intends to be the leading wealth manager by 2030 as it moves away from acquisitions to achieve $200 million in cost savings per annum over the next five years.
In this new episode of The Manager Mix, host Laura Dew speaks with Claire Smith, head of private assets sales at
Selfwealth has announced it has received a “highly attractive” bid from Bell Financial Group to acquire 100 per cent of the company, valuing the company at $51 million.
Count CEO Hugh Humphrey is keen for the firm to be a leader in the new world of advice as the industry generates valuable businesses post-Hayne royal commission.
Four individuals, including three senior staff from Canaccord Genuity, have collaborated to launch their own Western Australian wealth management firm.
Thematic ETFs are beginning to gain ground among advisers seeking to enhance portfolio diversification and tap into specific growth themes, according to leading ETF providers.
Mason Stevens has appointed a portfolio manager from AMP as its new head of asset allocation as David Macri departs after just over a year.
Platinum chief executive Jeff Peters says the firm’s turnaround strategy is beginning to demonstrate its first “green shoots” amid slowing outflows and improved investment performance.
Just one of the nearly 50 systemic issues reported by AFCA to regulators in the second half of FY24 related to investments and advice, a report has uncovered.
AMP has announced three senior appointments in its North leadership team to drive forward its strategy and transformation plans.
