PARTNERSHIP

Funds management

Pengana Capital Group has partnered with a UK-based asset manager, WHEB Asset Management LLP, to manage the Hunter Hall Group Global Deep Green Trust....

Financial planning

Digital advice provider, Ignition Wealth has partnered with BT Panorama to provide its digital advice solution to advisers and accountants on the platform....

Funds management

Bennelong Funds Management has formed a partnership with three asset management experts to create a new business, Wheelhouse Investment Partners....

Financial planning

Ignition Wealth has partnered with an independent pharmacy group to provide financial advice to its members....

Financial planning

Russell Investments has chosen netwealth as its platform partner for its Wealth and Super Series....

Funds management

DomaCom has a signed non-binding agreement with specialist asset allocator and SMA model manager, DFS Portfolio Solutions....

Funds management

Futuro Financial Services and Australian boutique fund manager, Clime Investment Management have announced a strategic alliance....

Life/Risk

Homesafe Solutions has announced a referral partnership with Nexus Mutual to provide an equity release solution to the members of the credit union....

News

The Australian Taxation Office and SMSF Association have signed a statement of intent which will see the regulator and the industry share data and research to aid SMSF tr...

Financial planning

IT consulting and solutions provider, YTML, has partnered with Suitebox to better improve collection and review of data....

Funds management

Heathcote Investment Partners has entered a distribution relationship with Castle Point Funds Management to distribute Castle Point capabilities in New Zealand....

News

TAL has partnered with The Healthy Chef to offer advisers and clients opportunities to support healthy lifestyle choices....

Financial planning

Risk specialist practice, MBS Insurance, has partnered with Pitcher Partners Sydney to provide protection solutions and reviews of clients’ insurance cover. ...

Funds management

Citi has been announced as NAB Asset Servicing’s global custodian, allowing access to 60 markets around the world....

Funds management

Real estate investment firm, Qualitas, has partnered with BMP Group to loan $33.5 million for a $300 million investment in a luxury Melbourne apartment development....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 month 1 week ago

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

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 2 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

2 weeks 6 days ago
moneymanagement logo