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WEALTH MANAGEMENT
Financial planning
Stellan Capital’s new CEO Jim DeCarlo says he will use his US experience to organically double the firm’s assets to $2 billion within 18 months, and believes overseas PE ...
Financial planning
Brisbane-based Wealth Architects has announced two acquisitions as it continues its path into regional Australia and branches out into life insurance. ...
Funds management
Some 42 per cent of CEOs say they are actively reinventing their business to stay relevant in the next decade, with consumer services the most common choice for asset and...
Financial planning
Perth financial advice firm Wealth Management Partners has merged with global financial services firm Gallagher....
Financial planning
With next-generation heirs unlikely to retain their family’s financial advisers after receiving an inheritance, Capgemini has explored how firms can work with younger gen...
Funds management
Expanded product ranges fuelled by M&A will be critical for wealth and asset managers to compete in 2025, according to EY’s wealth and asset management leader Rita Da Sil...
Financial planning
As the year comes to an end, Money Management takes a look at the biggest announcements that shocked the financial advice industry in 2024....
Funds management
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...
Financial planning
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...
Funds management
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. ...
Financial planning
As firms jostle to retain their top talent in a competitive jobs market, recruiters observe discussions around professional development and growth have become increasingl...
Financial planning
Global investment consultancy bfinance is expanding into offering services for wealth managers as they seek advanced investment strategies for their clients....
Financial planning
Far too few wealth managers are capitalising on the opportunity presented by disruptive technology to deliver personalised investment solutions to the mass affluent demog...
Financial planning
Four individuals, including three senior staff from Canaccord Genuity, have collaborated to launch their own Western Australian wealth management firm. ...
People & Products
Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...