Sequoia is seeking $3.5 million in damages from Tim McGowen, following the acquisition of Informed Investor in April 2022.
There remains a “strong appetite” for solo operators in the financial advice space, according to the latest Adviser Ratings’ Musical ...
If the licensee structure is to be removed – or even if it’s here to stay – the imperative for ...
Sequoia has made its latest acquisition of a national paraplanning service as it seeks to expand its offering for advisers.
Losses at Count and Diverger, which are set to merge in March, have wiped out the double-digit adviser gains seen ...
There may be a trend for advisers opting to set up their own licence, but those contemplating the change have ...
There needs to be a “mindset change” around breach reporting by licensees and advisers as, rather than be pleased, ASIC ...
The number of advisers who have joined since the start of the year has risen to 24, according to Wealth ...
Wealth Data has tallied up the net movement of advisers seen in the financial advice industry during 2023, with only ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
