Two wealth managers focused on high and ultra-high-net-worth clients have announced a merger, with over 180 years of history between them.
Perth-based estate planning specialist Succession Matters has announced a partner appointment as the firm prepares its own business succession plan.
Northern Trust Asset Management is an investment management firm entrusted by investors around the globe to help them navigate changing market environments, so they can confidently realize their long-term objectives.
With business owners very rarely planning their exit from the advice practice in advance, three experts underscore why succession planning is critical for long-term success.
Esencia Wealth says investing in a pipeline of new advisers sits at the “top of our list”, including building clear career pathways to retain new entrants.
The acquisition of Maple-Brown Abbott is expected to be earnings accretive for Antipodes Partners and presents it with complementary asset classes for future growth.
Iress has announced the completed sale of its UK mortgages arm, representing the fourth and largest divestment successfully executed under its transformation strategy.
Pinnacle managing director Ian Macoun has shared an update on its newest UK affiliate as he flags how almost three-quarters of FY24 net flows come from international investors.
Mercer has received a heavy penalty from the Federal Court after making misleading statements about the sustainable nature and characteristics of its Mercer Super Trust investment options.
The cancellation of two AFSLs has caused adviser numbers to drop into the red this week after three weeks of growth, but one AFSL has seen a gain of 20.
