Rhombus Advisory steps out from the shadows of Insignia

insignia-financial/insignia/darren-whereat/financial-advice/mergers-and-acquisitions/

Three months after its separation from Insignia Financial, Rhombus Advisory CEO Darren Whereat has shared how the firm is supporting the growth aspirations of its advice network.

Read more about:

AUTHOR

AMP BOLR objectors pin hopes on settlement appeal

amp/bolr/amp-financial-planning/buyer-of-last-resort/

As the dust settles on the AMP BOLR settlement, Money Management understands several participants are still hopeful of making an appeal for a fairer sum.

Read more about:

AUTHOR

Secrets of success: Advice leaders share their tips

amp/iress/Zurich/insignia-financial/striver/

Four advice industry leaders share tips from their career experiences and what has helped progress to their senior leadership positions.

Read more about:

AUTHOR

Private wealth firm launched after Pitcher Partners buyout

private-wealth/Pitcher-Partners/Sydney/

A new Sydney wealth manager for high-net-worth individuals has launched, formed from a buyout of multiple operational aspects of Pitcher Partners’ wealth management arm and run by experienced adviser Charlie Viola.

Read more about:

AUTHOR

PictureWealth CEO on its burgeoning M&A appetite

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

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:

AUTHOR

Schroders appoints 2 execs to board

Schroders/boards/CIO/

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

Read more about:

AUTHOR

Double advice acquisition propels adviser shift

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

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:

AUTHOR

Former RBA governor Lowe joins Barrenjoey board

RBA/Phil-Lowe/

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:

AUTHOR

The higher revenue borne from strong tech usage

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

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:

AUTHOR

Qld-based paraplanning business acquired

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

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

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 month 1 week ago

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

2 months ago

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

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 3 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 5 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 3 days ago
moneymanagement logo