Contract Paraplanning Services, previously led by director Hayley Knight, has been acquired by two new owners looking to drive further growth in the business....

Platform HUB24 has taken a minority stake in an alternative investment company to design and offer a range of alternative products to financial advisers. ...

An acquisition of two advice practices by a national advice group has led to a shift in financial adviser numbers, with one losing 33 advisers as a result....

With five acquisitions under its belt in the past month, PictureWealth’s CEO Allan Maitland says the advice and technology firm remains committed to partnering with like-...

Schroders has appointed two senior leaders to its board, having appointed a new global CEO earlier this month....

A new Sydney wealth manager for high-net-worth individuals has launched, formed from a buyout of multiple operational aspects of Pitcher Partners’ wealth management arm a...

Four advice industry leaders share tips from their career experiences and what has helped progress to their senior leadership positions....

As the dust settles on the AMP BOLR settlement, Money Management understands several participants are still hopeful of making an appeal for a fairer sum....

Three months after its separation from Insignia Financial, Rhombus Advisory CEO Darren Whereat has shared how the firm is supporting the growth aspirations of its advice ...

Reach Alternative Investments CEO, Sam Phillips, says its strategic alliance with HUB24 will “expedite its expansion” into the wealth market as it embarks on discussions ...

Financial penalties are typically meant to act as a deterrent against misconduct but how does a court decide a suitable size when the company has over $14 trillion in ass...

PineBridge Investments has made its flagship Global Focus Equity Fund available to Australian wholesale investors for the first time. ...

When it comes to acquiring an advice practice, one of the most difficult challenges can be former owners who refuse to take a step back, preventing a clean handover for t...

Research house SQM has announced it will collect data covering managed account portfolios in response to industry demand, with the intention to launch benchmarks in due c...

Money Management compiles ASIC’s enforcement action against financial advisers and licensees during the third quarter of 2024, including sentencing, bannings and FSCP act...

Shaw and Partners Financial Services has appointed a NSW state manager to lead its Sydney-based private wealth advisory team, alongside several financial adviser appointm...

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

InvestSMART has announced a partnership with online platform Market Matters to launch a new investment offering with four diversified portfolios....

A financial adviser has outlined how forming relationships in the workplace could help women progress in their careers....

Almost all financial advisers are using ETFs in their client portfolios, up from 87 per cent in 2020, according to VanEck....