Inorganic growth is the trend of the day for licensees as multiple chief executives indicate how they intend to grow their businesses in 2024. ...
GBST has announced multiple enhancements to its digital advice practice management system, WealthConnect, to create further efficiencies for financial advisers and their ...
Following its 1H24 results, Prime Financial CEO Simon Madder speaks with Money Management on the firm’s growth vision and how it hopes to complete more acquisitions in th...
Netwealth has appointed Sarah Brennan, former CEO of Investment Trends, as a non-executive director on its board....
The restructure of abrdn’s Australian operations has been cited as a measure by the asset manager which enabled it to cut $198 million from its investment business, leadi...
As NextGen sees its Australian financial services licence cancelled by ASIC, Money Management tracks how an AFCA complaint led to the firm falling into liquidation. ...
Perpetual chief executive, Rob Adams, has refuted comments that the acquisition of Pendal has been a failure as the business reports $4.3 billion in outflows in the first...
Nominations and submissions have opened for the individual categories at the 36th annual Fund Manager of the Year Awards....
The number of ultra-high-net-worth individuals in Australia is expected to swell 27 per cent by 2028, according to Knight Frank’s annual Wealth Report, and they are looki...
ASIC has successfully obtained orders to bankrupt finfluencer Tyson Scholz for his failure to pay Federal Court costs of more than $450,000....
Asset manager Platinum has announced to the ASX that a “turnaround is required and underway” as it battles with net outflows and declining revenue. ...
With three years of M&A activity under its belt, WT Financial reflects on its recent acquisition of Millennium3 from Insignia and says it is now well positioned to achiev...
Money Management is pleased to launch a groundbreaking new conference that will set the stage for transformative change in wealth management....
All eyes are now on ASIC as licensees await how the regulator will use the internal dispute resolution regime data submitted as the deadline is reached....
Baron Rothschild famously said the time to buy is “when there’s blood on the streets, even if the blood is your own”. Thanks to high inflation and interest rates, there’s...
The merger between Count and Diverger, first announced in September, has completed to create Australia’s second-largest licensee with over 550 advisers. ...
Insight Investment Consultants has rebranded as it launches a new research ratings service, led by a former Morningstar director with feedback from financial advisers and...
Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies. ...
Retaining new entrants in the advice industry as they complete their Professional Year is a key focus for advice firms in 2024, with younger generations increasingly valu...
Centrepoint Alliance has shared details on the progress of fees for no service remediation, having conducted an assessment of its employed and self-employed advisers. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...