Platinum has acknowledged its returns have not met expectations of clients or advisers, but says its investment philosophy will remain unchanged in the face of the firm’s turnaround strategy.
Providing financial advice and accountancy services side-by-side in a holistic approach offers an array of benefits for both clients and the business, three firms share with Money Management.
Intelligent Planning has welcomed Keyman Financial Services, with the NSW-based advice firm moving over from Synchron.
Viridian Financial Group has launched a program to revolutionise financial literacy and independence among women in light of the gender pay gap.
The final Aged Care Taskforce report has recommended planning for aged care costs should begin at retirement to prevent suboptimal outcomes, while wealthier individuals could find themselves footing more of their care bills in the future.
AFCA has identified a systemic issue in the investments and advice space, with the case needing to be referred to ASIC due to the firm’s lack of engagement or remediation.
WAM Leaders, a listed investment company run by Wilson Asset Management, has entered into a scheme implementation agreement to merge with QV Equities with an enhanced offer.
The number of advisers using managed accounts has exploded in recent years, often at the expense of dive
At Allan Gray, our investment philosophy is simple: to take a contrarian approach, apply it consistently and invest for the long term.
Diversified managed funds could make an ideal addition to a managed account, as the broad toolset availa
