WT Financial managing director, Keith Cullen, says the firm is looking inward when it comes to M&A, with a focus on helping practices in its network become “bigger, better and stronger” via scaling up.
The Senate has opted to extend the date of the inquiry into Dixon Advisory and wealth management companies, having originally been scheduled to complete next month.
Funds under management at Magellan rose slightly in January, but the exit of head of investment Gerald Stack could see this change later in the year.
SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage.
ETF provider VanEck has appointed three strategic roles to its Sydney team, including a former M&A specialist from EY.
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special gu
A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six years.
The Finance Sector Union has urged any private equity deal for Insignia Financial should make wellbeing paramount for its 4,000 employees, having spent 2024 negotiating an enterprise agreement.
In its pre-budget submission, the FAAA has proposed a government assistance package that could see up to 1,000 financial advice practices receive $10,000 each for hiring a PY candidate.
Australian financial services firm Barrenjoey has opened a Hong Kong-based office after the acquisition of an Asian business, marking its second international office.
