PROVIDENCE WEALTH

Financial planning

Providence Wealth Advisory Group has appointed a new chief investment officer, a dedicated position after the role was previously held by its CEO....

Financial planning

Financial advisory group Providence Wealth South Australia has promoted its co-founder to the role of director to help steer the future direction of the business....

People & Products

Praemium has announced three new SMA partnerships and added a number of new model portfolios to the Praemium SMA. ...

Funds management

Financial planning firm, Providence Wealth has made a substantial investment in Growth Farms Australia’s new farm leasing fund, the Australian Agricultural Lease Fund....

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 3 weeks ago

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

2 months 3 weeks 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 4 weeks ago

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

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
moneymanagement logo