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 ...

Rob Coombe, GDG chairman, said: “I am delighted to welcome Peter to GDG’s board and look forward to his wealth of experience and expertise complementing the company’s strategic objectives.” Last year, ...

Richard Quin, founder and chief investment officer, said: “We are pleased to welcome René and Joshua to the Bentham team at a time when investor demand for sophisticated credit solutions continues to ...

“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 ...

“Market volatility today is no different to any other upheaval over the past few decades. What sees investors through these times is following the golden rules – long-term investment in high-quality, ...

The FAR welcomed eight new entrants, while four new Australian Financial Services licencees (AFSLs) opened shop and two ceased operations. A total of 101 advisers were active with appointments and ...

Stockspot data has uncovered the top Australian suburbs boasting the greatest percentage of sustainable investors for financial advisers targeting these clients. Assessing 2,000 of its clients ...

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 ...

La Trobe Financial has announced the launch of an ASX-listed private credit fund, offering a new funding avenue for the firm. The La Trobe Private Credit Fund (ASX: LF1) aims to raise between $100 ...

The restructure of Insignia Financial’s advice network into two parts could lead to further adviser attrition than initially forecast, Morningstar believes. Insignia reset its financial advice ...

Those financial advice practices which are seeing the strongest profitability and revenue growth share four similar characteristics in how they run their businesses. The latest Adviser Ratings 2025 ...

BlackRock has taken a $25 million stake in Generation Development Group as the two firms announce a strategic alliance to design and distribute tailored retirement solutions. This will combine ...