Evidentia enters binding agreement to acquire Encore Advisory

merger/generation-development-group/acquisition/

Evidentia Group, a wholly owned subsidiary of Generation Development Group, has entered into a binding agreement to acquire consulting firm Encore Advisory Group.

AUTHOR

Investment firms partner to enhance adviser capabilities

asset-consultants/evergreen-consultants/merger/

Ascalon Capital and Evergreen Consultants have penned a merger to bring together their respective strengths to support the firms’ clients and the financial adviser landscape.

AUTHOR

Fintech provider launches open-banking platform to support adviser needs

fintech/PADUA/platform/launch/

| By Alex Driscoll |

Fintech firm WealthX has launched a new platform to help streamline advisers’ client processes leveraging its recent partnership with Padua Solutions.

AUTHOR

Relative Return: Helping Australians retire with confidence

Podcast/Relative-Return/

| By Staff |

In this episode of Relative Return, host Laura Dew speaks with Rachel White, head of financial adviser services at Vanguard about how advisers can help Australians to feel confident in retirement.

AUTHOR

Private markets and APLs: Advisers lean on AFSL for guidance

private-markets/private-credit/AFSL/APL/

As private markets maintain their position in the spotlight amid ASIC scrutiny, an adviser and an investment specialist have highlighted the growing reliance on AFSLs to guide advisers’ use of the asset class.

AUTHOR

Perennial appoints microcap manager, takes stake in specialist firm

Perennial/microcap/active-fund-managers/Australian-small-caps/

Perennial Partners has entered into a binding agreement to take a 50 per cent stake in Balmoral Investors and appoint it as the manager of Perennial's microcap strategy.

AUTHOR

Milford to meet adviser needs with dual fund launch

milford/fund-launch/Australian-fixed-income/

Milford Australia has welcomed two new funds to market, driven by advisers’ need for more liquid, transparent credit solutions that meet their strong appetite for fixed income solutions.

AUTHOR

Forbes Fava Saville expands its ranks with senior adviser appointment

advice-firm/appointment/financial-advice/

| By Alex Driscoll |

Forbes Fava Saville has announced the appointment of a new senior financial planner, expanding its ranks to help serve clients across its Victoria offices.

AUTHOR

Practices urged to reassess outsourcing arrangement amid ASIC review

offshore/outsourcing/ASIC/

| By Alex Driscoll |

Vital Business Partners has thrown its support behind ASIC’s review of advice businesses’ use of offshore service providers, urging advisers to reassess their own set-ups.

AUTHOR

Perth advice firm approaches $1b FUM target, eyes regional growth

advice-firm/Western-Australia/FUM/

Marking off its first year of operation, Perth-based advice firm Leeuwin Wealth is now looking to strengthen its position in the WA market, targeting organic growth and a strong regional presence.

AUTHOR

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