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 ...

Held over one day, the summit will bring together senior investment professionals, asset consultants, economists, and advisers to explore how alternative investments – from private equity and real ...

Earlier this year, JANA announced it had been chosen as the investment adviser for national financial advice firm Alteris Financial Group. Alteris has funds under advice of $1.8 billion, with offices ...

Ben Calder, managing director of CWM, said: “Life insurance advice is a complex and highly specialised area that continues to be underrepresented in Australia. We’ve provided insurance advice for over ...

Last October, the firm acquired a regional advice firm based in Tamworth, while it acquired two regional Victoria practices in Swan Hill and Echuca in March 2024. Speaking last year on the decision to ...

“This addition of nine advisers is substantial in today’s market, especially at a time when the demand for financial advice is high, and adviser numbers are low.” Alongside the nine incoming advisers, ...

“We’re thrilled to have him on board and believe his appointment will play a key role in shaping the future of PictureWealth as a leader in the advice space.” PictureWealth is keen to grow and gained ...

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. The global investment ...

Potter first joined the business in 2002 as a senior equity analyst and was named senior portfolio manager in 2007. He has led the Australian equities team since 2014, serving as co-portfolio manager ...

Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles. Clifford, who has worked at Platinum for 31 years and is a ...

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. Last week, Freshwater Wealth officially ...

Praemium is pivoting the business to offer a “white gloves” service as it targets the high-net-worth (HNW) market through a three-year strategy. Speaking at the firm’s Investor Day, chief strategy ...