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Financial planning
With LGT Crestone completing its acquisition of CBA’s advice firm this week, advice deals in the second quarter of 2025 are already outpacing the previous one with one mo...
Financial planning
Large wealth management players are increasingly taking an opportunistic approach to their M&A deals rather than a strategic one, while a fear of missing out is driving s...
Financial planning
Australian dealmakers are expectant of deals in 2025 to come from a silver tsunami of retiring practice owners who are planning for their succession, with generational sh...
Financial planning
Viola Private Wealth’s latest hire, Angus Mann, details how he is harnessing his family office experience at Mutual Trust to help the firm meet the needs of its HNW clien...
Funds management
Pitcher Partners has urged caution about the use of private credit funds, despite a widespread push by fund managers on the benefits of the products....
Financial planning
Charlie Viola, founder of private wealth brand Viola Private Wealth, is confident he can find the “best of the best” when it comes to clients and advisers....
Financial planning
Having a trusted second-in-command to handle daily operations is critical for financial advice leaders who are seeking greater work/life balance, according to an advisory...
Financial planning
A new Sydney wealth manager for high-net-worth individuals has launched, formed from a buyout of multiple operational aspects of Pitcher Partners’ wealth management arm a...
Funds management
Record high M&A activity, share buybacks and special dividends in 2021 helped to increase demand for IPOS as cash was returned to investors and then redeployed....
People & Products
Seven new partners have been added across its Adelaide, Brisbane, Melbourne and Sydney businesses....
People & Products
Praemium has announced it has entered into a partnership with Pitcher Partners Wealth Management Brisbane....
Superannuation
The Federal Government has been told that recent changes to superannuation have effectively eroded the incentives for people to use superannuation as a savings vehicle....
Financial planning
As the financial services industry is rocked by the Royal Commission, the Financial Planner of the Year, Ben Travers, cites his independence as his biggest pride in his p...
Financial planning
Bombora Advice principal may have been one of the most vocal critics of the Life Insurance Framework process but he is now urging life/risk firms to consider his alliance...
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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...