Netwealth targets HNW and UHNW investors with latest solution
Platform Netwealth has unveiled a wholesale-only platform solution, designed to meet the growing opportunity among high and ultra-high-net-worth investors.
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Ex-Bravura CEO joins AZ NGA board
Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA.
AUTHOR
Shy-Ann Arkinstall
ASIC sues Fortnum Private Wealth over alleged cyber security breach
ASIC is suing advice business Fortnum Private Wealth, a subsidiary of Australia’s largest licensee Entireti, for alleged cyber security failures which led to client data being published on the dark web.
AUTHOR
Keith Ford
Insignia enters SID with CC Capital
Just one day after announcing it was awaiting a final bid from CC Capital, the two firms have entered a scheme of arrangement, albeit at a lower price than initially bid.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
AMP platform cash flow surges in Q2
AMP’s platform has seen net cash flow increase 63 per cent in Q2, while its superannuation and investment division returned to positive cash flow for the first time since 2017.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Centrepoint Alliance forecasts revenue bump for FY25
Centrepoint Alliance, the third-largest advice licensee, is forecasting to report a net revenue increase of 13 per cent for FY25, while adviser numbers have reached more than 570.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Funds under review in ASIC’s private credit probe
ASIC is conducting further surveillance on numerous private credit funds and their compliance measures as part of its broader review into the space.
Bennelong launches first fund in Allspring partnership
With a distribution partnership agreed in May, Bennelong Funds Management has announced it will offer the Allspring Global Income Fund to Australian investors.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Investment info firm completes acquisition of SA wealth practice
Investment information firm Equity Story has completed its acquisition of South Australian financial advisory and stockbroker Baker Young, propelling the firm’s full-service offering.
AUTHOR
Shy-Ann Arkinstall
Prime Value Asset Management
Prime Value Asset Management is a multi-award winning, boutique Australian investment manager with an impressive history of building wealth with investors since 1998.
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