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 ...

Ben Calder, managing director of CWM, said: “Life insurance advice is a complex and highly specialised area that continues to be underrepresented in Australia. We’ve provided insurance advice for over ...

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 ...

“This addition of nine advisers is substantial in today’s market, especially at a time when the demand for financial advice is high, and adviser numbers are low.” Alongside the nine incoming advisers, ...

“We’re thrilled to have him on board and believe his appointment will play a key role in shaping the future of PictureWealth as a leader in the advice space.” PictureWealth is keen to grow and gained ...

Potter first joined the business in 2002 as a senior equity analyst and was named senior portfolio manager in 2007. He has led the Australian equities team since 2014, serving as co-portfolio manager ...

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 ...

At the time of the deal’s announcement, Australian Ethical said it would pay $4.25 million to Australian Unity in cash upon transaction completion, subject to conditions, with an additional $1.25 ...

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 ...

A total of 30 winners took home trophies across 25 individual and five group categories, selected from over 250 worthy finalists. Winners were announced across categories that spanned the breadth of ...

At Count and Viridian Advisory, providing a structured career pathway for Professional Year candidates (PY) is critical to ensure greater retention of new entrants. Count is Australia’s second-largest ...