Regal Partners has shared how the acquisition of Merricks Capital will progress its private credit goals with 40 per cent of the firm’s FUM expecting to sit in private credit post-completion.
The financial advice firm has appointed an Aware Super executive to join its platforms business in a newly created role aimed at enhancing and accelerating its retirement capability.
ASIC has permanently banned a former Western Australia-based financial adviser after he falsified his adviser exam certificate.
ASIC has confirmed the estimated industry funding levy for the 2023–24 financial year and how much licensees can expect to pay.
From multiple fund closures to a blockbuster IPO, Money Management collates the most significant news in the funds management industry over the past three months.
GQG Partners has shared its funds under management at the end of June and inflows for the first half of 2024, having taken minority stakes in three US-based businesses.
Asset management firm Channel Capital and boutique absolute return manager Arnott Capital have formed a strategic partnership to drive business growth.
Three months since Godfrey Pembroke officially exited Insignia Financial’s institutional AFSL, Money Management speaks with CEO Mark Fisher on his path to becoming an adviser-owned, adviser-run licensee.
With the 2023–24 financial year behind us, Money Management takes a look back on the financial advice licensees that were hit with enforcement action by ASIC in the past 12 months.
With the financial advisers register no longer distinguishing those who have used the experienced pathway to provide advice, how will this affect consumers and employers?
