WEALTH MANAGEMENT
Funds management
An independent expert has ruled the Perpetual deal with KKR is no longer in the best interest of shareholders in light of the increased tax liabilities. ...
Financial planning
As firms jostle to retain their top talent in a competitive jobs market, recruiters observe discussions around professional development and growth have become increasingl...
Financial planning
Global investment consultancy bfinance is expanding into offering services for wealth managers as they seek advanced investment strategies for their clients....
Financial planning
Far too few wealth managers are capitalising on the opportunity presented by disruptive technology to deliver personalised investment solutions to the mass affluent demog...
Financial planning
Four individuals, including three senior staff from Canaccord Genuity, have collaborated to launch their own Western Australian wealth management firm. ...
People & Products
Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards....
Financial planning
National advice firm Wealth Architects has acquired regional advice firm PKF Wealth in Tamworth as part of its strategy to provide financial advice to regional communitie...
Financial planning
The wealth management sector is bucking the global trend of declining M&A and two industry-specific factors could mean it sees a further uptick in 2025, according to Delo...
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
Hoxton Capital Management has rebranded its business to have a greater focus on wealth management and technology....
Financial planning
ClearView has said it expects to completely exit wealth management by the third quarter of FY25....
Financial planning
New research has uncovered that wealth investment teams are seeing greater female representation than wealth advice teams, as well as what can be done to achieve gender p...
Funds management
Wealth management firm Morgan Stanley has told around 15,000 US advisers that they can recommend bitcoin ETFs for certain clients....
Financial planning
Two wealth managers focused on high and ultra-high-net-worth clients have announced a merger, with over 180 years of history between them....
Financial planning
LGT Crestone has made two senior hires to its Melbourne office to boost growth in its high-net-worth and family office services, making 10 appointments from Escala Partne...
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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...