Nearly 30 financial advisers have joined a new AFSL, with the majority coming from ex-AMP licensee Charter Financial Planning, which is now owned by Entireti.
Asset managers lacking a presence in private markets will find themselves forced to acquire or partner to survive in 2025, according to this global consultancy.
Global wealth manager Canaccord Genuity has unveiled five strategic priorities for its wealth management business in Australia as it announces its quarterly results.
JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market.
ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients.
AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions.
WT Financial managing director, Keith Cullen, says the firm is looking inward when it comes to M&A, with a focus on helping practices in its network become “bigger, better and stronger” via scaling up.
The Senate has opted to extend the date of the inquiry into Dixon Advisory and wealth management companies, having originally been scheduled to complete next month.
Funds under management at Magellan rose slightly in January, but the exit of head of investment Gerald Stack could see this change later in the year.
SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage.
