Platinum sees initial ‘green shoots’ from turnaround

Platinum fund management fund launch Regal Partners Limited

Platinum chief executive Jeff Peters says the firm’s turnaround strategy is beginning to demonstrate its first “green shoots” amid slowing outflows and improved investment performance.

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Investments and advice systemic issues decline in 2H24

AFCA financial advice complaints

Just one of the nearly 50 systemic issues reported by AFCA to regulators in the second half of FY24 related to investments and advice, a report has uncovered.

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AMP North bolsters senior leadership team

amp amp north appointments

AMP has announced three senior appointments in its North leadership team to drive forward its strategy and transformation plans.

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E&P’s ‘dishonourable’ decision to turn back on shareholders

E&P Financial Group Dixon Advisory delisting

A major E&P shareholder has admonished the firm’s decision to delist the company at a time when shares are finally starting to recover from significant losses, as “only a handful” of its shareholders will have benefited.

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Long-term career development pivotal for retention beyond PY

professional year retention Count Financial viridian

Two licensees have shared how providing a structured career pathway that extends beyond the Professional Year is critical to ensure candidates won’t pursue other opportunities after their training.

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Sydney-based advice practices to form $1.3bn business

M&A merger and acquisition financial advice

Two Sydney-based financial advice firms are set to join forces to create a “stronger, more resilient” advice offering with a combined AUM of $1.3 billion.

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Praemium pivots to be leading platform in HNW advice

praemium platforms high net worth investors financial advice high net worth

Praemium is pivoting the business to offer a “white gloves” service as it launches a three-year strategy to be the leading platform for high-net-worth advice.

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Spatium Capital expands global footprint with APAC partnership

fund management Singapore M&A

Boutique fund manager Spatium Capital has announced consolidation plans with Singapore-based investment group Conduit Group.

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How to foster diversity and inclusion in the workplace

women in finance women in financial services gender equality gender diversity

Organisations must go beyond recruiting a diverse workforce and embed a culture of inclusion to reap the benefits, according to one executive.

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A new era dawns for Hybrids

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 8 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 23 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 3 hours ago