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...

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

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

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

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...

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

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

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 ...

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....

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...

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...

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...

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...

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

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....

The Perth-based wealth management firm has formed a strategic partnership with an accounting business in Brisbane, signifying its expansion into Australia’s east coast....

Count is looking to adviser recruitment, acquisition of financial planning fee parcels, and cross-selling to accounting clients to improve its financial planning revenue ...

Platinum Asset Management has seen its profits halve in the first half of FY25 to $15.9 million, attributed to the lower FUM after experiencing $1.6 billion in retail out...

Regal Partners has expanded on its decision to walk away from a potential acquisition of Platinum as it shares its full-year results. ...

The exit of co-CIOs Andrew Clifford and Clay Smolinski from Platinum has highlighted key person risk, with Morningstar raising its outflow forecast to 33 per cent of FUM ...