Asset managers may be urged to diversify their product ranges, but investment executives have warned any M&A deal should avoid simply filling gaps and instead consider lo...
After seven years at the company, Iress’ chief technology officer for wealth management APAC, Anthony Gerrits, has departed as the firm commences a search process to fill...
An independent expert has ruled the Perpetual deal with KKR is no longer in the best interest of shareholders in light of the increased tax liabilities. ...
As firms jostle to retain their top talent in a competitive jobs market, recruiters observe discussions around professional development and growth have become increasingl...
Global investment consultancy bfinance is expanding into offering services for wealth managers as they seek advanced investment strategies for their clients....
Far too few wealth managers are capitalising on the opportunity presented by disruptive technology to deliver personalised investment solutions to the mass affluent demog...
Four individuals, including three senior staff from Canaccord Genuity, have collaborated to launch their own Western Australian wealth management firm. ...
Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards....
National advice firm Wealth Architects has acquired regional advice firm PKF Wealth in Tamworth as part of its strategy to provide financial advice to regional communitie...
The wealth management sector is bucking the global trend of declining M&A and two industry-specific factors could mean it sees a further uptick in 2025, according to Delo...
Providence Wealth Advisory Group has appointed a new chief investment officer, a dedicated position after the role was previously held by its CEO....
Hoxton Capital Management has rebranded its business to have a greater focus on wealth management and technology....
ClearView has said it expects to completely exit wealth management by the third quarter of FY25....
New research has uncovered that wealth investment teams are seeing greater female representation than wealth advice teams, as well as what can be done to achieve gender p...
Wealth management firm Morgan Stanley has told around 15,000 US advisers that they can recommend bitcoin ETFs for certain clients....
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....