资讯

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 ...
As market conditions remain unpredictable and traditional asset classes face pressure from macroeconomic uncertainty, the Australian Wealth Management Summit returns in 2025 to examine the rising role ...
JANA Investment Advisers has hired the chief technology officer of Ignition Advice as its new general manager of technology and data.
South Australian financial advice firm Calder Wealth Management has announced a strategic partnership with a risk advice firm.
Wealth Architects has announced two further acquisitions as it continues its path into regional Australia and branches out into life insurance. The Brisbane-based firm says it is targeting a projected ...
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 ...
National advice licensee PictureWealth has appointed John Bezich in a newly created role of head of 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.
Brad Potter, who has helmed Australian equities at Tyndall Asset Management for the last decade, has announced his retirement from the business.
Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles.
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.
Praemium is pivoting the business to offer a “white gloves” service as it launches a three-year strategy to be the leading platform for high-net-worth advice.