Bancara: The Future of Wealth, Built for Those Who Live Without Limits
The definition of wealth has evolved.
AUTHOR
The First 90 Days as a Sole Trader: Setting Up For Long-Term Success
ASIC continues Shield-linked enforcement with banning and AFSL cancellation
ASIC has cancelled the Australian Financial Services Licence of MWL Financial Services and banned MWL’s director Nicholas Maikousis for 10 years over conduct in relation to the Shield Master Fund.
AUTHOR
Keith Ford
Bell’s 2-year transformation to a diverse wealth manager
Bell Financial Group co-CEO Arnie Selvarajah believes regulation will make the provision of episodic advice easier for consumers and is pivoting the business over the next two years to focus on wealth management.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Insignia v Entireti: Competing philosophies for building a business
While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the professional landscape.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
APAC clients to benefit from upgraded GBST platform
Financial planning technology provider GBST has completed a significant upgrade of its Composer platform for its APAC clients.
Prime Financial grows FUM by 58% amid M&A push
Asset and wealth manager Prime Financial Group is looking to M&A and technology for future growth after growing its FUM by 58 per cent in FY25.
Intelliflo acquired by US giant in $200m deal
Intelliflo has been acquired by global investment firm Carlyle for $200 million, stating it wants to accelerate the software firm’s growth in Australia.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Centrepoint looks to managed accounts as NPAT declines
Centrepoint Alliance, the third-largest advice licensee, has reported 40 per cent growth in its managed accounts business, but profits fell by a third.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
ASIC sues EQT over Shield failures
ASIC has launched civil penalty proceedings in the Federal Court against Equity Trustees for its role in the Shield Master Fund failure.
AUTHOR
Keith Ford
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