Managed account usage sees advisers expand client capacity

praemium/platforms/managed-accounts/

Beyond their investment benefits, over a third of advisers say utilising managed accounts solutions has allowed them to take on more clients, according to Praemium.

AUTHOR

Elanor property fund takeover heats up as talks stall

commercial-property/listed-property/M&A/family-offices/

Family office Lederer Group has progressed its takeover bid for the Elanor Commercial Property Fund, lodging a bidder’s statement with ASIC as it says the fund has been “unable to agree” on negotiation terms.

Read more about:

AUTHOR

NSW advice firm merges to ‘cement’ regional position

merger/advisory-firms/M&A/

Altus Financial, based on NSW's Central Coast, has announced a merger with advisory firm Fortunity to strengthen its presence in the region and expand its service offerings.

AUTHOR

Will solo AFSLs ‘go the way of the dodo’?

AFSLs/self-licensing/FSC/

As larger Australian Financial Services licensees continue to expand their reach in an increasingly expensive industry to operate, how do smaller firms ensure they stay relevant and efficient?

AUTHOR

Wealth Architects expands national presence with Qld deal

M&A/financial-advice/queensland/

Wealth Architects has acquired a Cairns-based advice practice as it seeks to expand its national advice presence.

Read more about:

AUTHOR

A-REITs outflows surge as advisers favour private markets

Adviser-Ratings/A-REITs/direct-property/REITs/private-markets/

Outflows have doubled in the property and infrastructure space to $1.3 billion with advisers instead favouring private markets as Morningstar data finds active property funds are struggling to outperform.

Read more about:

AUTHOR

HMC Capital targets PE fund on wholesale platforms

private-markets/private-equity/wholesale/platforms/

Fund manager HMC Capital is seeking to expand fundraising for its private equity vehicle into wholesale platforms now that it has achieved a three-year track record, while scrapping plans for a second fund.

Read more about:

AUTHOR

HUB24 targets wealth market with over 5k adviser users

HUB24/financial-advice/platform/

HUB24 has added almost 600 advisers in the 2025 financial year as the platform capitalises on opportunities presented in wealth management.

AUTHOR

Gender pay gap widens for financial services

gender-equality/Gender-pay-gap/Financial-Services/

While the overall gender wage gap has decreased slightly, the Financy Women’s Index reveals the gap has widened for employees in the financial and insurance services sector.

AUTHOR

‘Sorry if we aren’t going fast enough’: Fiducian’s Singh on acquisition pipeline

Fiducian/financial-advice/licensee/platform/

With $34.9 million in cash on its balance sheet, Fiducian executive chairman Indy Singh has said the licensee won’t be rushed into making large advice acquisitions or paying out special dividends.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 4 weeks ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

4 weeks 1 day ago

The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

4 weeks 1 day ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

1 week 6 days ago
moneymanagement logo