PARTNERSHIP
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....
People & Products
Fitzpatricks Private Wealth entered into a partnership with a Perth-based strategic financial advice firm, Paradigm Financial Consulting....
Financial planning
HUB24 has partnered with Sentry Group to provide it with managed portfolio platforms as the advice group encourages advisers to consider tax impacts on clients’ investmen...
Life/Risk
Major Australian wealth manager, MLC, has today appointed Michael Downey to the role of head of practice development....
People & Products
Instreet Investment has entered a strategic partnership with Impact 20/80 on the Emerald Wrap, an ethical investment product....
Financial planning
Former Guardian Advice group, Griffin Financial Services, has joined Fortnum after Suncorp exited its financial planning businesses last year....
Financial planning
Australia’s first enterprise robo-advice program is launching through an agreement between Decimal Software and a leading global professional services firm....
Funds management
Specialist investment manager, Centuria Property Funds Limited, will build on its partnership with OneVue to deliver improved investment services, the company revealed....
Financial planning
New Countplus subsidiary, Advice389, has announced it has signed its first partnership agreement with Newcastle-based advice firm, Hunter Financial....
Superannuation
To improve the customer journey for fund members, Link Group and ME Bank have partnered to offer integrated innovations for super funds....
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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...