At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change ...

The second annual Australian Wealth Management Awards is here to bring you an unparalleled awards program that identifies the top businesses and professionals in the wealth management industry across ...

After the inaugural Women in Finance Summit sold out in record time in 2023, we’re back for 2024 with a bigger and better program providing women in financial services in Australia with a platform to ...

After teasing the announcement at a Sydney event late February, Otivo has released its “national first” AI-powered financial advice assistant, allowing users to ask questions about the advice provided ...

Last October, the firm acquired a regional advice firm based in Tamworth, while it acquired two regional Victoria practices in Swan Hill and Echuca in March 2024. Speaking last year on the decision to ...

Business consultancy Business Health has shared 10 suggestions for firms onboarding new staff following a merger and acquisition. The financial advice and broader financial services industry is no ...

Newly launched advice business Freshwater Wealth is doubling down on its growth strategy as it looks to scale up its adviser footprint and Sydney client base. Last week, Freshwater Wealth officially ...

Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles. Clifford, who has worked at Platinum for 31 years and is a ...

Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform. The investment research and managed account ...

With LGT Crestone completing its acquisition of CBA’s advice firm, Money Management details the M&A activities of the second quarter so far. LGT Crestone confirmed this week that it had completed the ...

“For many high-net-worth investors, a 10–20 per cent illiquidity bucket may be appropriate given their wealth, income and cash flow needs. Once the adviser has determined the illiquidity bucket, they ...

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. Neville Allan Kendrick was permanently banned from 22 April from providing any ...