Coastal Advice Group ramping up M&A pipeline to triple revenue
Coastal Advice Group chief executive, Daniel Brown, has said the firm has no intention of slowing down, with plans to do as many as 15 acquisitions in the next 12 months.
AUTHOR
Bravura Solutions
Market-leading provider of wealth management and transfer agency software solutions, powering the world's financial institutions.
How Australian Ethical is beating active peers
With share price growth of 45 per cent for FY25, Australian Ethical has shared why it believes the firm has done so well compared to its active peers.
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.
Former compliance head banned over failure to report fee-for-no service
A former licensee director, who failed to report an adviser’s fee-for-no-service conduct, has been banned for three years by ASIC.
BlackRock to acquire real estate firm amid private market expansion
BlackRock has announced its plan to acquire real estate investment firm ElmTree Funds which will be integrated into its new private financing solutions business.
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.
RBA makes unexpected rate decision
The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call.
Platinum brand in doubt as binding terms signed with L1 Capital
Platinum Asset Management has entered into binding terms for a merger with L1 Capital with the firm to be renamed upon completion.
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.
Limited advice sector ‘dead in the water’ after EOFY losses
Financial year losses of limited advice advisers could mean the sector is “dead in the water” going forward after a continuous decline.
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.
National advice firms enact major merger
Two national advice businesses have merged to form a leading holistic advice business with $2.5 billion in funds under 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 completes SS&C transition for Master Trust
Insignia Financial has completed its transition of a range of administration and technology functions to SS&C Technologies as it seeks to be a leading wealth manager by 2030.
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.
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