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SMSF

Class’ net profit after tax fell 46% after the firm offloaded its investment in managed account service, Philo Capital, and has acquired legal documentation software prov...

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Funds management

The investment and advisory firm is the 50th to be admitted while the Chi-X group looks to be acquired by Cboe Global Markets and J.C. Flowers and Co....

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Financial planning

Four former IOOF-licensed firms, four of them Bridges operatives, have moved home to Count Financial....

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Funds management

Yarra Capital Management has entered into agreement to acquire Nikko Asset Management’s Australian business, creating a combined assets under management of $20 billion....

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Funds management

WAM Capital has confirmed that its offer, to acquire all issued shares in the Contango Income Generator Limited, will close on 13 November and does not intend to extend t...

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People & Products

Morningstar is to acquire Canadian financial planning and risk-profiling software firm PlanPlus Global....

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Funds management

Centuria will make an offer of $174 million to acquire the New Zealand real estate fund management platform....

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Funds management

Natixis Investment Management has announced the acquisition of MV Credit, a UK-based credit specialist....

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People & Products

Fintech firm OneVue has acquired the No More Practice Education portal, which delivers education digitally to financial advisers, accountants and brokers....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago