AZ NGA has partnered with an Adelaide-based accounting and financial planning practice as it expands its presence in South Australia. AZ NGA labelled the partnership “a significant step forward" in ...
Perpetual has confirmed it has entered into an exclusivity agreement to progress discussions with US private equity player Bain Capital regarding the sale of its wealth management division. The wealth ...
Distribution of private credit funds through advised channels to retail investors will be an ASIC priority for 2026 as it releases the results of its fund surveillance. The report REP 280 Private ...
The central bank has released its decision on the official cash rate following its November monetary policy meeting. The Reserve Bank of Australia (RBA) has decided to hold the cash rate at 3.6 per ...
Blackwattle Investment Partners has hired a trio from First Sentier Investors to run its first Equity Income Fund. Rudi Minbatiwala, Jason Moodie, and Marlon Chan have worked together for the past 17 ...
With the intergenerational wealth transfer underway in Australia, wealth management firms are focusing both on attracting the next generation of clients and the next generation of advisers to service ...
ASIC has canceled the AFSL of Sydney-based asset consultant and research firm. CPG Research & Advisory, which operated in the Sydney CBD, saw its AFSL cancelled after ASIC became aware that CPG had ...
Private wealth firm Escala Partners is seeking to become a leading player in the Australian advice landscape, helped by backing from US player Focus Financial. It was announced in July that private ...
Platform HUB24 has launched a client reporting solution to improve adviser reporting across custody and non-custody assets. The firm said it understood many advisers still manually report on ...
Count has enacted its latest M&A deal of the financial year, acquiring the accounting and audit client base of a Sydney accounting firm. Subsidiary CountPlus One has entered into a binding agreement ...
Based in Brisbane, Archer will be working to support the firm’s relationships with financial advisers, family offices and wholesale clients in Queensland, and work alongside fellow Queensland ...
Wealth management platform provider Netwealth has announced a partnership with FinClear to deliver individual HIN data and trading capabilities to advisers and their clients. Founded in 2015, FinClear ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback