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JOINT VENTURE

Financial planning

The Australian Wealth Advisors Group has entered into a joint venture with a Melbourne financial services firm to launch a wealth manager....

Funds management

The world’s largest asset manager has announced a new 50-50 joint venture with Jio Financial Services to introduce a new player to the Indian asset management industry....

People & Products

Pengana has announced a joint venture with investment manager Washington H Soul Pattinson in the hope of democratising access to private credit for non-institutional inve...

Financial planning

If AMP’s joint venture with Ares around its private markets business comes to fruition it will have topped up the company’s commercial war chest but reshaping the advice ...

Funds management

US-based Ares Management Corporation and Fidante Partners, part of Challenger Limited, have announced a strategic joint venture in Australia....

Funds management

Raiz Invest has announced a joint venture agreement with a subsidiary of a leading Malaysian investment group....

Financial planning

YBR-linked Smarter Money fund added to BT Wrap....

Financial planning

Chan & Naylor flags SMSF loans flowing from new JV with Origin Finance to form Chan & Naylor Finance....

Financial planning

Wesfarmers’-owned Coles is venturing further into financial services, announcing a joint venture business with GE Capital Australia. ...

Financial planning

AMP Capital builds on its Luxembourg-based UCITS capacity. ...

Financial planning

Crowe Horwath planning play, First Financial, opts to go with BT Select. ...

Financial planning

AMP Capital’s joint venture with China Life has seen the launch of a new mutual fund....

Financial planning

UBS GAM links with Grocon on Australian full service real estate and asset management platform....

Financial planning

The financial services industry’s foray into reality TV is gaining traction, with applications flooding in for its new advice show. ...

Financial planning

RE/MAX Australia has launched a finance arm in partnership with mortgage aggregator Vow Financial to offer a full suite of financial services to homebuyers....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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