Iress announces CEO changes

iress ceo praemium XPLAN

Iress has shared an update on its CEO business structure, while Xplan co-founder Jason Hoang is to depart after more than 20 years with the business.

AUTHOR

Embracing the Shift Towards HNW Clients

Premium Content

AUTHOR

Compliance salary boom underway at fund managers

Kaizen Recruitment recruitment salary compliance

Kaizen Recruitment has examined remuneration trends occurring in the risk and compliance space in its latest salary guide.

AUTHOR

The FSC’s alternative ways of demonstrating financial sophistication

FSC wholesale investing parliamentary joint committee Parliament

The Financial Services Council has told a parliamentary committee that a subjective test is needed to demonstrate the sophistication of wholesale investors, whether via a finance degree or being a company director.

AUTHOR

Merger activity drives Regal’s quarterly FUM rise

M&A Regal Partners Limited Platinum Asset Management FUM

Regal Partners has reported a 41 per cent growth in funds under management over the September quarter to $17.2 billion, amid its latest bid to acquire Platinum.

AUTHOR

Iress commences board renewal with new hires

iress boards fintech Software

The financial services technology company has appointed two non-executive directors following its AGM earlier this year, where it flagged it would embark on a board renewal process.

AUTHOR

Magellan FUM grows after fund conversion completion

Magellan FUM Airlie Funds Management

Funds under management at Magellan Financial Group grew during September to reach $38 billion, recovering from large outflows in the previous month.

AUTHOR

The biggest fund manager M&A in Q3

fund management M&A

With the third quarter behind us, Money Management reviews the most notable M&A deals in the fund management space over the past three months.

AUTHOR

Rebuilding trust post-RC is ‘still underway’: KPMG

KPMG trust Hayne Royal commission

Financial services firms still face difficulty in conveying trustworthiness to clients, a KPMG report highlights, following the mistrust borne out of the royal commission.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 20 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. ...

2 days 11 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 15 hours ago