Having completed the acquisitions of Merricks Capital and Argyle Group, funds under management at Regal Partners has risen 35 per cent to $16.5 billion.
An NSW-based adviser has been banned from providing financial services for five years for inappropriate advice and the AFSL of his business has been cancelled by ASIC.
The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels.
Nearly 18 months since Invest Blue adopted its nine-day fortnight structure to support employee wellbeing, the national advice firm has enjoyed positive results across all metrics.
Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value to potential clients.
As part of its executive leadership refresh, Insignia has appointed Dave Woodall as its chief executive for superannuation.
Money Management is now accepting nominations and submissions for the Women in Finance Awards, to be held in November 2024.
Australian and New Zealand sustainable funds saw outflows of more than $1.2 billion in the second quarter of 2024, according to Morningstar, with active strategies accounting for the majority.
For more than 30 years our Australian equity funds have been well-rated by the research community and earned us a number of industry awards. Our single-minded focus on Australian equities helps us deliver repeatable, sustainable and consistent investment outcomes for our clients.
A new report has forecast how adviser numbers would look in five years’ time and the rate of expected annual growth.
