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FAMILY OFFICE
Funds management
Family office Lederer Group has made an off-market takeover bid for ASX-listed Elanor Commercial Property Fund, with chair Paul Lederer taking exception at the firm’s lac...
Financial planning
Financial advisers have a unique opportunity to consult and support the growing family office space as they look to mature and utilise complex investment strategies. ...
Financial planning
Sequoia Financial Group has launched a family office business and acquired client books of Macro Investment Advisory. ...
People & Products
Cloud software provider Class has signed an agreement with wealth accounting group Findex to provide a trust accounting solution for Findex’s family office clients....
People & Products
Matt Wacher has been appointed as chief investment officer for Morningstar Investment Management, Asia Pacific, effective from late January, with Andrew Lill moving to Ch...
Financial planning
Findex advisers will now act as a single point of contact and provide clients access to an expanded suite of services....
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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...