Sequoia has shared its strategic initiatives for FY25, including organically increasing its licensee market share and restructuring its specialist investment arm....

Praemium has said it is open to investing in artificial intelligence “in a big way” as it believes it can transform the business and details how it is already being used ...

Zenith Investment Partners has appointed a Brisbane-based business development manager, who previously led Fitzpatrick Private Wealth Partners as a director and senior ad...

Bennelong Funds Management chief executive John Burke has told Money Management that the firm is seeking to invest in boutiques in two specific asset classes as it identi...

Insignia Financial has announced a board director will be stepping down next year after almost a decade amid a board refresh. ...

Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic. ...

The growing use of drones is transforming warfare...

Chief executive Maria Lykouras is set to exit JBWere as the bank confirms it is “evolving” its operations for high-net-worth clients....

Amid a growing appetite for alternatives, investment executives have shared questions advisers should consider when selecting a private markets product compared to their ...

Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week....

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Shane Oliver, chief economist at AMP, to break down ...

With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of pro...

Ausbil has expanded its distribution team with the hire of a manager for investment research and consulting, following the exit of its head of wholesale distribution in J...

Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers....

JANA Investment Advisers has hired the chief technology officer of Ignition Advice as its new general manager of technology and data. ...

ASX-listed platforms HUB24, Netwealth, and Praemium have used their AGMs to detail how they are using artificial intelligence to improve their processes and the innovativ...

Clime Investment Management has faced shareholder backlash around “unsatisfactory” financial results and is enacting cost reductions to return the business to profitabili...

The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients....

With over half of advisers using managed accounts, HUB24’s head of managed portfolios has unpacked the benefits driving their usage and how they can be leveraged by advic...

Far too few wealth managers are capitalising on the opportunity presented by disruptive technology to deliver personalised investment solutions to the mass affluent demog...