FAMILY OFFICE

Financial planning

Financial advisers have a unique opportunity to consult and support the growing family office space as they look to mature and utilise complex investment strategies. ...

Financial planning

Sequoia Financial Group has launched a family office business and acquired client books of Macro Investment Advisory. ...

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People & Products

Cloud software provider Class has signed an agreement with wealth accounting group Findex to provide a trust accounting solution for Findex’s family office clients....

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People & Products

Matt Wacher has been appointed as chief investment officer for Morningstar Investment Management, Asia Pacific, effective from late January, with Andrew Lill moving to Ch...

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Financial planning

Findex advisers will now act as a single point of contact and provide clients access to an expanded suite of services....

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 9 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 7 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 10 hours ago