A former gym owner details his path into the financial advice profession, and the value of gaining CRM or CSO experience before progressing to the adviser milestone.
Pengana Capital Group has reported funds under management of $3.3 billion at the end of June, helped by the launch of two private market funds.
The investment platform’s FUA grew by $3.3 billion to $88 billion over the June quarter, as current transactions provide a “high level of confidence” for FY25.
Financial adviser numbers have gained headway this week, Wealth Data reports, marking a departure from six consecutive weeks of losses.
There are almost 2 million Australian millionaires, UBS’ new report shows, with the proportion set to grow by a further 400,000 people by 2028.
Platinum Asset Management has shared an update on its “growth and reset” turnaround strategy and FUM at the end of the financial year.
Submissions and nominations have opened for the inaugural Momentum Media Australian AI Awards 2024, which champions the wealth management industry for contributing to the dynamic field of artificial intelligence.
ASIC has updated some of its documentation in line with the DBFO Act receiving royal assent, with licensees reminded to stay on top of the changes.
In this episode of Relative Return, host Laura Dew speaks with Owen Murfin, investment officer and institutional
Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee.
