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Displaying results 184701 - 184713 of 184713

Pinnacle finds success with major UK affiliate

Pinnacle’s London affiliate, Life Cycle Investment Partners, has secured over $15 billion in FUM in its first year and achieved profitability, the firm’s fastest affiliat...

Newly transformed Iress looks to unadvised consumers

Iress has successfully completed its business transformation to become a growth-focused business set to benefit from the expansion of advice to unadvised consumers in Aus...

MLC Expand introduces ETFs on new low-cost investment menu

Insignia Financial’s wrap platform, MLC Expand, has launched a new investment menu, delivering low-cost access to ETFs and term deposits for advisers and their clients....

Key person dependency limiting advice sale prices

A failure to implement a succession plan could negatively impact the sale price of an advice firm, with almost half of practices telling CFS that they would struggle to o...

LGT Crestone scales alts capabilities with senior appointment

Wealth management firm LGT Crestone has appointed Darragh Kennelly as a senior investment analyst to help the firm scale its alternatives platform....

Self-licensing sees solo AFSLs on the rise

Over 600 AFSLs – a third of the total number – are operating with just one adviser, according to Wealth Data, reflecting the rise of self-licensing....

Entireti acquires Insignia's self-licensed offering

Hot on the heels of its AMP advice acquisition last year, Entireti has acquired licensee solution provider IOOF Alliances from Insignia, enhancing its offering for self-l...

RBA makes rate decision after shock July hold

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

Drummond to expand private market SMA to retail

Investment manager Drummond Capital Partners is to launch a retail version of its private market separately managed account next month after witnessing "huge" uptake for ...

North announces senior appointment targeting adviser growth

AMP-owned North has announced a senior manager appointment as the platform explores growth opportunities in its addressable adviser market....

UGC director Hewish receives outcome on 10-year ban appeal

The former director of United Global Capital has received a decision from the Administrative Review Tribunal regarding an appeal of his 10-year ban from providing financi...

Orbis seeks ‘trusted partner’ status among retail advisers

As the firm enters a new growth phase, Orbis Investments managing director Jason Ciccolallo has said it is looking to strengthen relationships with retail advisers to ali...

Former investment manager charged with insider trading of Platinum shares

A former Sydney investment manager has pleaded guilty to two counts of insider trading regarding a potential takeover of Platinum Asset Management, having acquired $2.6 m...