PictureWealth CEO on its burgeoning M&A appetite

mergers-and-acquisitions/financial-advice/M&A/

| By Jasmine Siljic |

With five acquisitions under its belt in the past month, PictureWealth’s CEO Allan Maitland says the advice and technology firm remains committed to partnering with like-minded businesses to provide more Australians with advice.

Read more about:

mergers and acquisitions

financial advice

M&A

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Schroders appoints 2 execs to board

Schroders/boards/CIO/

| By Laura Dew |

Funds management

Schroders has appointed two senior leaders to its board, having appointed a new global CEO earlier this month.

Read more about:

Schroders

boards

CIO

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.

View articles by Laura

Laura 's social profiles:

Double advice acquisition propels adviser shift

Wealth-Data/adviser-numbers/mergers-and-acquisitions/Colin-Williams/

| By Jasmine Siljic |

Financial planning

An acquisition of two advice practices by a national advice group has led to a shift in financial adviser numbers, with one losing 33 advisers as a result.

Read more about:

Wealth Data

adviser numbers

mergers and acquisitions

Colin Williams

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Former RBA governor Lowe joins Barrenjoey board

RBA/Phil-Lowe/

| By Jasmine Siljic |

Funds management

Former RBA governor Philip Lowe has been appointed to the board of Barrenjoey as an independent non-executive director, six months after his first post-RBA move.

Read more about:

RBA

Phil Lowe

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

The higher revenue borne from strong tech usage

artificial-intelligence/netwealth/technology/fintech/financial-advice/

| By Jasmine Siljic |

Financial planning

The vast majority of financial advice firms which are fully embracing and adopting new technologies are reporting an annual revenue north of $1 million, Netwealth reveals.

Read more about:

artificial intelligence

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Qld-based paraplanning business acquired

paraplanning/outsourcing/M&A/financial-advice/

| By Jasmine Siljic |

Financial planning

Contract Paraplanning Services, previously led by director Hayley Knight, has been acquired by two new owners looking to drive further growth in the business.

Read more about:

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

HUB24 takes stake in alternatives firm

HUB24/platforms/Alternatives/private-markets/Andrew-Alcock/

| By Laura Dew |

Financial planning

Platform HUB24 has taken a minority stake in an alternative investment company to design and offer a range of alternative products to financial advisers.

Read more about:

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.

View articles by Laura

Laura 's social profiles:

Relative Return: The diversification benefits of real estate

Podcast/Relative-Return/Sponsored-by/

| By Laura Dew |

Editorial

Read more about:

Podcast

Relative Return

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.

View articles by Laura

Laura 's social profiles:

Platinum board reaches unanimous verdict on Regal bid

Platinum/Platinum-Asset-Management/regal/Regal-Partners-Limited/M&A/acquisition/

| By Laura Dew |

Funds management

The board of Platinum Asset Management has reached a “unanimous conclusion” regarding a proposal from Regal Partners to acquire the company.

Read more about:

Platinum

Platinum Asset Management

regal

Regal Partners Limited

M&A

acquisition

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.

View articles by Laura

Laura 's social profiles:

The 2 paths for licensees in implementing DBFO

financial-advice/morningstar/quality-of-advice-review/licensees/

| By Laura Dew |

Financial planning

With the Delivering Better Financial Outcomes legislation on the horizon next year, licensees need to decide whether they are going to take a hands-off approach or use it as an opportunity to pivot their business.

Read more about:

financial advice

morningstar

quality of advice review

licensees

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.

View articles by Laura

Laura 's social profiles:

Subscribe to

Never miss the latest news and developments in wealth management industry

SUBSCRIBE TO OUR NEWSLETTER

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

The succession planning dilemma for younger staff

5 days 18 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

Working collaboratively with law firms to settle family disputes

4 weeks 2 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

Fixing the PY pipeline: Addressing the challenge for licensees

1 month ago

PictureWealth CEO on its burgeoning M&A appetite

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Schroders appoints 2 execs to board

AUTHOR

Laura Dew

Laura 's social profiles:

Double advice acquisition propels adviser shift

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Former RBA governor Lowe joins Barrenjoey board

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

The higher revenue borne from strong tech usage

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Qld-based paraplanning business acquired

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

HUB24 takes stake in alternatives firm

AUTHOR

Laura Dew

Laura 's social profiles:

Relative Return: The diversification benefits of real estate

AUTHOR

Laura Dew

Laura 's social profiles:

Platinum board reaches unanimous verdict on Regal bid

AUTHOR

Laura Dew

Laura 's social profiles:

The 2 paths for licensees in implementing DBFO

AUTHOR

Laura Dew

Laura 's social profiles:

Never miss the latest news and developments in wealth management industry

Real-Time Settlement Efficiency in Modern Crypto Wealth Management

Trump, tariffs, and turmoil: Why investors are seeking alternatives

Bancara: The Future of Wealth, Built for Those Who Live Without Limits

The First 90 Days as a Sole Trader: Setting Up For Long-Term Success

MARKET INSIGHTS

Podcast

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

STAY CONNECTED

USEFUL LINKS

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

LINKS

CATEGORIES

STAY CONNECTED