资讯

ASIC has confirmed the industry funding levy for the 2024–25 financial year and how much licensees can expect to pay.
Wealth manager LGT Crestone has successfully completed its acquisition of Commonwealth Bank’s high-net-worth financial advisory business, bringing across some $5 billion in assets under advice.
Adviser Ratings’ latest financial landscape report finds there is a demographic of advice practices achieving an average revenue of $5 million, with only 3 per cent of practices overall seeing a ...
Having rejected the possibility of an IPO, Mason Stevens’ CEO details why the wealth platform went down the PE route and how it intends to accelerate its growth ambitions in financial advice.
First Sentier Investors is the latest investment manager to enter the ETF space, enabling financial advisers and investors to access an existing geared fund via an ETF structure.
A former chief executive of IOOF and managing director of Centrepoint Alliance has joined the board as chair of COG Financial, which previously made a bid to acquire advice licensee Diverger.
Vanguard has indicated it is actively trying to meet the demand for international ETFs with its next ETF launches sitting in this space.
Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms.
Leading education provider CFA Institute has removed “ESG” from its specialist qualification, the latest financial services organisation to move away from the term.
Ord Minnett has welcomed nine senior advisers to its ranks, including six who have jumped ship from Perpetual Private. The financial advice and investment services firm confirmed Malissa Tobias, Mark ...
Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year. Since the acquisition of AMP’s financial advice business, its entities AMP Financial Planning, ...
PM Capital’s Global Opportunities Fund has made a binding offer to acquire the two listed investment companies run by Platinum Asset Management.