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 ...

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 ...

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 ...

Adrian Whittingham, managing partner at Scarcity, said: “George is a great new member of the Scarcity Partners team. His impressive track record in raising capital and building high-performing ...

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 ...

Earlier this year, FSI also announced the closure of four investment teams, namely Australian Fixed Income, Global Credit, Equity Income and Emerging Companies. These teams encompassed 10 funds ...