Platform HUB24 has taken a minority stake in Reach Alternative Investments to offer a broader range of alternative products to financial advisers. The firm announced a strategic alliance between the ...
The board of Platinum Asset Management has made a statement regarding a proposal from Regal Partners to acquire the company. Earlier this month, Platinum confirmed that it had received an unsolicited ...
In this episode of Relative Return, host Maja Garaca Djurdjevic chats with Chris McGibbon, global head of real estate at Nuveen, about the long-term outlook and why the “knife has stopped falling” in ...
Contract Paraplanning Services (CPS) has been acquired by two new owners looking to drive further growth in the business. The firm offers outsourced, contracted-based paraplanning services that enable ...
Former Reserve Bank of Australia (RBA) governor Philip Lowe has been appointed to Barrenjoey’s board as an independent non-executive director. Lowe worked at the central bank for over 40 years and was ...
The acquisition of two AFSLs by PictureWealth Group has seen a shift in financial adviser numbers this week. The financial advice and fintech firm – which has offices located in NSW, Western Australia ...
The vast majority of financial advice firms which are fully embracing and adopting new technologies are reporting an annual revenue north of $1 million. Netwealth’s 2024 AdviceTech report surveyed ...
Are your clients ready to redefine retirement? Join us for an exclusive, FREE webinar hosted by Money Management in association with Allianz Retire+, where we delve into Australia’s evolving ...
With six in 10 Australians aged over 50 concerned about paying for aged care, new research has underscored financial advice as a way to mitigate these worries. The 2024 National Seniors Social Survey ...
With the Delivering Better Financial Outcomes (DBFO) legislation on the horizon next year, licensees need to decide whether they are going to take a hands-off approach or use it as an opportunity to ...
A victim of NextGen Financial Group has received a payment from the CSLR after the company went into liquidation rather than pay a $270,000 determination from the Australian Financial Complaints ...
ASIC will extend the relief and requirements regarding reportable situations regime for another five years until October 2029. The reliefs are due to expire next month, but ASIC said they are ...