Perth advice firm merges with global insurer
Perth financial advice firm Wealth Management Partners has merged with global financial services firm Gallagher.
Perth financial advice firm Wealth Management Partners has merged with global financial services firm Gallagher.
Sequoia Financial Group has flagged a major rebranding of its two financial news sites, following court proceedings last year.
Following the departure of its chief marketing officer last year, AMP has appointed a successor to take up the position with the appointment coming from the US.
Managed investment platform DomaCom has appointed an experienced artificial intelligence leader as its new chair, joining from the same firm as its newly appointed chief executive.
Six months on from HMC Capital’s acquisition of Payton Capital, Money Management takes a look at what the firm has achieved following the deal.
Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial.
Preliminary results from Wealth Data for the 2024 calendar year have unveiled which licensees reported the highest growth and losses in adviser numbers.
Alternative asset managers may view the retail and intermediary market as a “frontier for growth”, but figures from EY show 40 per cent say they plan to invest “nothing” to target this demographic.
VanEck has named international equity ETFs as “the clear frontrunner in 2024”, with the asset class accounting for over 40 per cent of the industry’s total net flows during the year.
State Street Global Advisors has shared three tips for financial advisers when it comes to their portfolio construction for the year ahead as 60/40 portfolios face hurdles.