POWERED BY MOMENTUM MEDIA
MARK SMITH
Financial planning
Jacaranda Financial Planning, a Sydney and Melbourne-based boutique wealth advisory firm with almost $1 billion in funds under advice, has been acquired by Perpetual....
People & Products
Samantha Woodham from Morningstar and Jeremy Weber from Lonsec have been appointed to the firm’s distribution team....
People & Products
Perpetual Private is launching a new team dedicated to family office clients, which will be led by Nick Lipscombe....
Funds management
Elston Asset Management has announced a strategic partnership with Sydney-based boutique wealth management firm Bridge Private Wealth to launch a private label managed ac...
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...