WEALTH MANAGEMENT
Financial planning
As Viola Private Wealth continues on its growth trajectory, the wealth management firm has appointed a seasoned investment professional to be its first chief investment o...
Financial planning
Iress has appointed the former head of Count Financial to a newly created executive general manager position in its wealth APAC team....
Financial planning
Global wealth manager Canaccord Genuity has unveiled five strategic priorities for its wealth management business in Australia as it announces its quarterly results....
Financial planning
Sequoia has gained a new shareholder after the Australian Wealth Advisers Group took a substantial stake, stating it sees the advice licensee’s shares trading at a deep d...
Financial planning
Wealth management leaders are being encouraged to maximise the value of new and existing talent through continuous upskilling, as one-quarter of Australian employees seek...
Funds management
Deal values for APAC asset and wealth management companies surged 76 per cent in 2024 to almost $100 billion, according to PwC, while three factors are driving growth for...
Financial planning
Stellan Capital’s new CEO Jim DeCarlo says he will use his US experience to organically double the firm’s assets to $2 billion within 18 months, and believes overseas PE ...
Financial planning
Brisbane-based Wealth Architects has announced two acquisitions as it continues its path into regional Australia and branches out into life insurance. ...
Funds management
Some 42 per cent of CEOs say they are actively reinventing their business to stay relevant in the next decade, with consumer services the most common choice for asset and...
Financial planning
Perth financial advice firm Wealth Management Partners has merged with global financial services firm Gallagher....
Financial planning
With next-generation heirs unlikely to retain their family’s financial advisers after receiving an inheritance, Capgemini has explored how firms can work with younger gen...
Funds management
Expanded product ranges fuelled by M&A will be critical for wealth and asset managers to compete in 2025, according to EY’s wealth and asset management leader Rita Da Sil...
Financial planning
As the year comes to an end, Money Management takes a look at the biggest announcements that shocked the financial advice industry in 2024....
Funds management
Asset managers may be urged to diversify their product ranges, but investment executives have warned any M&A deal should avoid simply filling gaps and instead consider lo...
Financial planning
After seven years at the company, Iress’ chief technology officer for wealth management APAC, Anthony Gerrits, has departed as the firm commences a search process to fill...
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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...