Colonial First State has added $3 billion in more than a dozen separately managed accounts from Infinity Asset Management to its Edge platform....

Financial advice network Viridian Advisory has selected CFS Edge as its wealth and managed account platform....

The firm has announced a dual-entity restructure, with a new division catering to the diverse needs of advisers, advisory firms, and HNW and wholesale clients. ...

Former abrdn head of wholesale, Con Koromilas, has been appointed to Infinity Asset Management. ...

According to advisers, the decision to streamline ongoing document requirements following the Quality of Advice Review will alleviate much of the red tape involved in the...

A whole generation of investment managers – and some central bankers – are navigating an economic landscape they have never experienced....

The financial group has announced the acquisition of Enlightened Financial Solutions, a leader in the use of video SOAs that would be leveraged across the group. ...

Small advisories will need to partner in networks to share technology solutions if they want to survive in a shrinking industry that is becoming more expensive to operate...

Rising authorised representative costs might make it more sensible for independent financial advisers with relatively low turnovers to consider becoming salaried planners...

Westpac’s advice business was a loss-maker and the big banking group is already estimating the dollar benefits of divestment....

Two of the major banks may have exited their wealth businesses and two more may be on their way out, but Mike Taylor writes that they have astutely kept the sweetest mors...

Viridian is promising migrating BT Magnitude and Securitor planners it wants to keep the BTGL community together but under a new license with no legacy issues....