Perth financial advice firm Wealth Management Partners (WMP) has merged with global financial services firm Gallagher. The two firms said this will enhance its service offering on the west coast, ...
The number of members expelled from the Australian Financial Complaints Authority (AFCA) almost doubled between 2023 and 2024, according to internal data. AFCA data released in December 2024 found 859 ...
Sequoia Financial Group has flagged a major rebranding of its two financial news sites, following court proceedings launched last year. The firm will be commencing a significant refresh of its ...
Original bidder Bain Capital has returned with a revised bid for Insignia Financial, matching the offer from CC Capital. The private equity firm, which first bid $4 per share, has now made an updated ...
Managed investment platform DomaCom has appointed an experienced artificial intelligence (AI) leader as its new chair. The firm, which operates a managed investments platform for wholesale and retail ...
Six months on from HMC Capital’s acquisition of Payton Capital, Money Management takes a look at what the firm has achieved following the deal. HMC Capital is an alternative asset manager that invests ...
Insignia Financial has issued a statement to the ASX regarding a potential bid from a third US private equity player in Brookfield. It was reported in The Australian newspaper that Brookfield was ...
State Street Global Advisors (SSGA) has shared three tips for financial advisers when it comes to their portfolio construction for the year ahead. The firm said “a high level of co-movement between ...
As Capgemini recommends artificial intelligence (AI) be used for hyper-personalised advice, two professionals explore the impact it is having on advisory practices. The company’s Financial Services ...
Preliminary results from Wealth Data for the 2024 calendar year have unveiled which licensees reported the highest growth and losses in adviser numbers. The research house found that Centrepoint ...
VanEck has named international equity exchange-traded funds (ETFs) as “the clear frontrunner in 2024”. According to the firm’s latest ETF Industry Pulse, the Australian ETF industry recorded total net ...
The Financial Services Council (FSC) has appointed Justine Earl-Smith as executive director for commercial partnerships and growth. Earl-Smith joins from the Association of Superannuation Funds ...