Financial advisers who optimise client referrals to achieve organic growth will be best placed for success in 2025, according to Dimensional, and could attract attention from overseas acquirers.
Antipodes has successfully completed the acquisition of Maple-Brown Abbott first announced in July, with the group now managing over $20 billion in AUM.
AMP MyNorth has announced a number of enhancements to its sustainable managed portfolios amid strong adviser demand for value-aligned investment options.
GQG Partners has closed fundraising on its initial private markets fund, having raised $145 million.
MLC Life Insurance and Resolution Life Australasia are to merge, creating a combined firm with the new name of Acenda, while NAB has divested its remaining 20 per cent stake.
When it comes to engaging younger clients, Fidelity has unpacked potential concerns of this generation when it comes to seeking advice as well as how they prefer to interact with their adviser.
Insignia Financial has entered into an initial agreement with fund administrator SS&C Technologies to transform its Master Trust business following a strategic review.
AMP has appointed a national manager for strategic partnerships, with John Allmey making the move from Mercer Australia.
Financial advisers are demonstrating interest in smart beta ETFs, according to VanEck, who are using it as an alternative to active management.
Former BT sales executive, Sarah Hegarty, has taken up the role of senior director of wholesale distribution at HMC Capital.
