WT Financial has announced its second “Hubco” with a combined valuation of $7.8 million, while its first one has successfully incorporated and is now making its own acqui...
Perpetual Asset Management has launched its inaugural fixed income and credit active ETF, cashing in on the recent boom in the asset class....
The profession is up by almost 200 advisers for the new financial year, with August continuing the consistent weekly positive gains. ...
In this episode of Relative Return Insider, host Keith Ford is joined by Accountants Daily journalist Imogen Wilson to take a look at why there has been such broad suppor...
The Financial Advice Association Australia has announced it will expand its approved specialisations program to broaden its range of qualification designations....
AMP chief executive, Alexis George, believes the North platform is on a forward trajectory after a period of “stagnation” and is targeting consistent quarterly growth in ...
GQG Partners has lost over US$1 billion from an institutional client, contributing to FUM falling by US$6 billion in July, as it flags fund underperformance could lead to...
Sequoia Financial Group has revealed the scale of complaints lodged with the Australian Financial Complaints Authority relating to its role in the Shield Master Fund and ...
Betashares has partnered with a US fund manager to form a private capital division aimed at providing financial advisers and wholesale clients with private markets invest...
For foreign fund managers looking to come to Australia, a financial services law firm has shared which regulatory option offers them the quickest pathway?...
WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...
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...
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...
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....
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...
Wealth management firm LGT Crestone has appointed Darragh Kennelly as a senior investment analyst to help the firm scale its alternatives platform....
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....
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...
After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....
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 ...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...