ADVICE FIRM
Financial planning
Advice firm Apt Wealth Partners has appointed Andrew Dunbar to lead the firm in its next growth phase, while former CEO James McGregor will step up as executive chair to ...
Financial planning
National advice firm MiQ Private Wealth has appointed a new chief executive to lead the business through a “transformative era” after penning a partnership deal with AZ N...
Funds management
Private wealth firm Escala Partners has appointed an investment specialist to broaden its focus on alternative funds, having launched a dedicated alternatives platform in...
Financial planning
US wealth manager Focus Financial Partners, which includes Australia’s Escala Partners, has appointed a chief strategy officer to fuel further Australian growth. ...
Financial planning
Perth financial advice firm Integro Private Wealth has promoted Emma Ross as advice and operations manager to lead the team as it eyes future growth opportunities....
Financial planning
Prosperity Advisers Group, a mid-tier advisory firm, has surpassed $1 billion in funds under management, hitting this milestone following a “sustained period of growth fo...
Financial planning
AZ NGA has announced a strategic partnership with Rose Partners, a Melbourne-based accounting and advisory business with a high-net-worth and healthcare professional clie...
Financial planning
A Business Health survey has looked into benefits packages currently offered by firms, including incentive and bonus schemes and average adviser earnings....
Financial planning
Sydney-based Stanford Brown has announced the acquisition of Godfrey Pembroke advice firm, World Square Financial Services....
People & Products
OneVue’s platform will be used to move Kuda Wealth’s high net worth clients to Watershed Funds Management’s managed accounts solution....
Editorial
Association of Financial Advisers chief executive, Brad Fox, argues that planners will need to become increasingly adaptive to cope with the rapid rate of change occurrin...
Financial planning
ASIC has accepted an EU from an accounting and tax advisory firm for giving inappropriate advice to clients to set up SMSFs. ...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...