Generation Z, those aged 18 to 24, account for nearly one-third of new online investors in 2024, according to Investment Trends, up from just 10 per cent in 2019.
HUB24 has reported a 138 per cent rise in quarterly net platform inflows to $5 billion, helped by a large migration from Equity Trustees.
An equity partner firm of Count has acquired a Victorian accounting and financial planning business for $2.1 million, following its first M&A deal in February.
Melbourne-based financial advice practice Tribeca Financial has expanded its advice footprint by establishing an outpost in Sydney and welcoming a new partner onboard.
The top 10 ETFs for highest inflows over 1H24 have been revealed by Betashares, as well as the products with the largest outflows.
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.
