Wealth Architects has announced two further acquisitions as it continues its path into regional Australia and branches out into life insurance. The Brisbane-based firm says it is targeting a projected ...

Entireti, Australia’s largest financial advice licensee owner, has welcomed its first chief investment officer (CIO) to drive its research and investment services team. The advice company announced ...

ASIC has announced its first adviser banning of the year with the permanent ban of a Queensland-based former adviser that was sentenced to seven years' imprisonment. The corporate regulator has made ...

Active ETFs have a fund manager or team who makes decisions about the investment portfolio rather than passively tracking an index. While the ETF may still reference an index, the investment manager ...

Stellan Capital’s new CEO Jim DeCarlo details how the firm is looking to organically double its assets within 18 months and its goals for the long-term future. The private wealth management company ...

Culture clashes and differing management styles are among the reasons why, recruiters tell Money Management, they see employees changing jobs post-M&A activity. Earlier this month, we explored the ...

2024 saw a shift in performance for microcap companies after two consecutive years of challenging conditions. The S&P/ASX Emerging Companies Index has returned an impressive 27.88% (to 31 October).

Milford Asset Management has appointed a new chief executive to replace Mark Ryland who departs after 11 years. Blair Turnbull will join the New Zealand-based fund manager on 12 March and be based in ...

Clime Investment Management has declared a small profit in the December quarter following a statutory loss of $3.8 million in FY24 and subsequent shareholder backlash. Announcing its results for the ...

Donald Trump’s presidency has already begun reshaping the corporate and political landscape in the US, with executive orders rolling back diversity, equity, and inclusion (DEI) initiatives and clean ...

Final numbers are in for the 2024 calendar year, showing the financial planning (holistic advice) business model saw the largest growth in terms of new licensees. According to Wealth Data, financial ...

Praemium has seen its highest net inflows in over two years for Q2 FY25 as its Powerwrap platform returns to inflows after back-to-back outflows. In the three months to 31 December 2024, the firm ...