Financial planning group Fiducian has seen its adviser numbers rise by 27% in the first half of the financial year ...
Brisbane-based wealth practice, Patman Planning Group, has partnered with Activus Investment Advisors to launch its separately managed accounts on the ...
Adviser demand has led BetaShares make its range of ethically-screened separately managed accounts available on the Netwealth platform.
The firm has reported $4.9 billion in annual inflows in calendar year 2021, 87% higher than the previous year.
Clime Investment Management will transfer management of around $270 million of funds under management in the SMA/MDA space to Ralton ...
Having just surpassed $100 billion in funds under management, the industry could hit the $200 billion milestone in three years, ...
The asset manager has launched its first separately managed account in partnership with Praemium.
Funds under administration (FUM) on the Macquarie Wrap platform has grown to $101.4 billion for the year ending 31 March, ...
The Wealth Core Investment list was launched in April 2020 and interest from retirees reflected that COVID-19 had pushed investors ...
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...
