A dispute between Sequoia Financial Group and individual Tim McGowen has reached a conclusion, following a problematic acquisition of three companies.
Clime Investment Management believes its FY25 operating costs will be “substantially lower” after identifying $1 million per annum in cost savings from the Madison divestment.
The Financial Services and Credit Panel has made its first determination in over three months with the relevant provider pulled up on their statements of advice.
Adviser Ratings’ quarterly data has uncovered the top 10 financial advice licensees for growth and losses in the second quarter of the 2024 calendar year.
Back in 2014, the proportion of optimistic advisers sat at 55 per cent, but how has the past decade and the fallout from the Hayne royal commission changed things?
The former head of Australia wealth at PGIM has taken up a new role as an investment specialist at Lazard Asset Management.
Global X ETFs’ head of portfolio management is set to depart the firm in October, the second major departure alongside outgoing CEO Evan Metcalf’s exit.
Magellan has seen its statutory net profit after tax rise by almost a third in FY24, as it announces a minority stake acquisition in a $22 billion investment manager.
