PROVIDENCE WEALTH

Financial planning

Providence Wealth Advisory Group has appointed a new chief investment officer, a dedicated position after the role was previously held by its CEO....

Financial planning

Financial advisory group Providence Wealth South Australia has promoted its co-founder to the role of director to help steer the future direction of the business....

People & Products

Praemium has announced three new SMA partnerships and added a number of new model portfolios to the Praemium SMA. ...

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Funds management

Financial planning firm, Providence Wealth has made a substantial investment in Growth Farms Australia’s new farm leasing fund, the Australian Agricultural Lease Fund....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

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

2 months ago

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

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago