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As Viola Private Wealth continues on its growth trajectory, the wealth management firm has appointed a seasoned investment professional to be its first chief investment o...

Financial planning • 21 February 2025

Clime’s disposal of advice licensee Madison “needed to happen yesterday”, managing director Michael Baragwanath has told Money Management, as he concludes a severe cost-o...

Financial planning • 21 February 2025

Payton Capital has appointed a head of credit to its ranks, representing a key step in its growth strategy as it builds out its private credit platform under HMC Capital....

Funds management • 24 February 2025

According to Magellan, departing head of investment, Gerald Stack, has enacted a “textbook succession plan” which has helped reduce forecasted outflows from his infrastru...

Funds management • 24 February 2025

Perpetual has made a major announcement about its deal with KKR after an independent expert ruled it would not be in the best interest of shareholders....

Funds management • 24 February 2025

Following the announcement last week that Selfwealth had formally commenced into a scheme of arrangement with Bell Financial Group, Svava has put forward a binding propos...

Funds management • 24 February 2025

Professional services firm AZ NGA has announced a group chief financial officer, who previously spent six years as Fitzpatricks Financial Group’s CEO....

Financial planning • 24 February 2025

RQI Investors, an active quantitative equities manager within First Sentier Investors Group, has bolstered its research team with two appointments....

Funds management • 24 February 2025

Licensee Centrepoint Alliance has shared its first half FY25 results with strong performance coming from the acquisition of Financial Advice Matters....

Financial planning • 24 February 2025

Iress chief executive Marcus Price has shared how he is seeing “massive tailwinds” in financial advice in Australia, with the firm turning its attention to digital advice...

Financial planning • 24 February 2025

ETF provider Betashares has launched two ASX-listed ETFs investing in bitcoin and Ethereum cryptocurrencies. ...

Funds management • 25 February 2025

Natixis Investment Managers has explored how financial advisers can leverage derivative income ETFs for their clients who are seeking to enhance income generation....

Funds management • 25 February 2025

Reporting a half-year profit increase of 757 per cent following multiple divestments, Pacific Current Group is now exploring existing and new investment opportunities to ...

Funds management • 25 February 2025

The fund manager has confirmed the departure of its local managing director and Australian head Rob Mead, naming two successors to take up his position....

Funds management • 25 February 2025

Praemium has stated it is seeking accretive acquisition opportunities in the area of non-custodial solutions where it believes it can further grow its dominant market sha...

Financial planning • 25 February 2025

More than $2 billion in investment activity was recorded for Australian fintech firms last year, according to KPMG, with the GDG/Lonsec acquisition proving to be a notabl...

Financial planning • 25 February 2025

ASIC has warned Australian retail investors there “will be product failures” in the private credit space as the assets are untested for a large-scale stress event, but ha...

Funds management • 25 February 2025

Large wealth management players are increasingly taking an opportunistic approach to their M&A deals rather than a strategic one, while a fear of missing out is driving s...

Financial planning • 25 February 2025

Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles....

Funds management • 25 February 2025

Despite having entered into a scheme of arrangement with Bell Financial Group last week, Selfwealth has opted to now progress with a bid from rival Svava instead....

Funds management • 26 February 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago