As financial advisers enter the new year, Assured Support shares eight strategies to help advice businesses thrive through focused and consistent planning.
Unveiling its performance for the calendar year 2024, AMP has noted a “careful” investment in bitcoin futures proved beneficial for its superannuation members.
KPMG’s analysis has revealed which generation has the highest ownership of shares, with younger generations demonstrating a more cautious approach due to financial stress.
Insignia Financial has received a takeover bid from a second US firm, topping Bain Capital’s offer with a bid of $4.30 per share.
Sanlam Private Wealth has admitted to breaching its AFSL obligations in areas such as failing to have an adequate number of experienced responsible managers and provided a court enforceable undertaking to ASIC.
Expanded product ranges fuelled by M&A will be critical for wealth and asset managers to compete in 2025, according to EY’s wealth and asset management leader Rita Da Silva.
Having sought shareholder approval in November, E&P Financial Group has formally delisted from the ASX after six years.
With more and more advisers setting up their own practices, recruitment firm people2people has shared how employers can successfully attract new hires and help their existing staff thrive in 2025.
Cromwell Property Group has completed the sale of its European business, enabling it to focus on the Australian and New Zealand market.
SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positive” returns.
