EXPANSION
Financial planning
Melbourne-based investment manager Woodbridge Capital has appointed an origination director for south-east Queensland, strengthening its foothold in the region as part of...
Financial planning
Perth advice firm Integro Private Wealth has appointed a head of advice to spearhead a major business development initiative to expand nationwide. ...
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
DASH Technology Group has seen a 49 per cent uplift in its carrying value and is completing a new capital raising, having already received $30 million from growth investo...
Funds management
UK-based fund manager Royal London Asset Management has appointed a Sydney-based head of regional sales as it embarks on a multiyear plan to expand its presence internati...
Financial planning
National advice firm Coastal Advice Group has entered a long-term strategic partnership with New York-based Merchant Wealth Partners to accelerate its expansion....
Financial planning
Perth-based financial advice firm The Wealth Designers is looking to ‘seize the opportunity’ of national expansion across Australia, as the firm looks to open new offices...
People & Products
The German multinational investment bank will offer a range of services including current accounts and deposit products, domestic and cross-border payments, and collectio...
Funds management
Perpetual has announced an intention to acquire Trillium Asset Management, a Boston-based specialist ESG investment firm, for US$36 million....
People & Products
Ausbil chief executive Ross Youngman has indicated the firm could target the UK market as it considers expanding its global footprint and launching funds offshore. ...
Funds management
Raiz Invest has announced a joint venture agreement with a subsidiary of a leading Malaysian investment group....
Financial planning
The Australian Prudential Regulation Authority has authorised Societe Generale as a foreign authorised deposit-taking institution....
People & Products
Janus Henderson has appointed Tal Lomnitzer as its new senior investment manager within the global natural resources team....
People & Products
International investment and development platform specialist, iM Global Partner, has appointed Jose Castellano as its new deputy chief executive and head of international...
Life/Risk
In an effort to better meet the needs of its members, specialist insurer PPS Mutual has updated definitions and expanded the range of benefits available in its Profession...
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MARKET INSIGHTS
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...