As Annick Donat announces she will step down as group CEO from Clime Investment Management, Money Management takes a look back at the M&A moves made by the firm during her tenure.
With the end-of-financial-year adviser gains and losses finalised, how does this year’s movement affect the ranking of the top three licensees?
Schroders Australia has appointed a new business development manager as the investment manager looks to further broaden its footprint in the intermediary market.
Newly merged advice firm Forbes Fava Saville Financial Planning has appointed a former Insignia practice development manager to the general manager of operations role.
A NSW individual has been convicted in Sydney’s District Court for providing unlicensed financial advice to individuals.
Listed fund managers have shared their final funds under management tallies for FY24 and how much they have grown during the year.
Clime Investment Management has announced its group CEO Annick Donat is to depart from the firm after four years.
Founded in 1924, MFS is a global investment manager with capabilities spanning all major asset classes, serving institutional investors and consultants for more than 40 years.
With the previous financial year behind us, Wealth Data has unveiled the top 10 financial advice licensees in terms of adviser gains and declines over the 12-month period.
AMP Advice’s technical service line has revealed the most common issues its financial advisers are requiring additional support with amid an evolving regulatory environment.
