Jacaranda Financial Planning, a Sydney and Melbourne-based boutique wealth advisory firm with almost $1 billion in funds under advice, has been acquired by Perpetual....
Samantha Woodham from Morningstar and Jeremy Weber from Lonsec have been appointed to the firm’s distribution team....
Perpetual Private is launching a new team dedicated to family office clients, which will be led by Nick Lipscombe....
Elston Asset Management has announced a strategic partnership with Sydney-based boutique wealth management firm Bridge Private Wealth to launch a private label managed ac...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...