PGIM’s real estate investment management business has launched its first Australian real estate debt strategy, which is on track to meet its target of $750 million.
Two Australian small-cap asset managers have announced they are seeking to merge their businesses.
While technology plays a vital role in efficient financial advice firms, it remains just one piece of the wider puzzle in driving overall productivity, writes Business Health.
The decision to convict an NSW individual this week for unlicensed financial advice hinged on the use of disclaimers in a PowerPoint presentation.
Generation Z, those aged 18 to 24, account for nearly one-third of new online investors in 2024, according to Investment Trends, up from just 10 per cent in 2019.
HUB24 has reported a 138 per cent rise in quarterly net platform inflows to $5 billion, helped by a large migration from Equity Trustees.
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.
