Platform HUB24 has taken a minority stake in Reach Alternative Investments to offer a broader range of alternative products to financial advisers. The firm announced a strategic alliance between the ...
Commentators have discussed whether licensees are providing enough value and support to their advisers for the high price tag, prompting some to consider the self-licensing route. In the world of ...
The board of Platinum Asset Management has made a statement regarding a proposal from Regal Partners to acquire the company. Earlier this month, Platinum confirmed that it had received an unsolicited ...
Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform. The investment research and managed account ...
In this episode of Relative Return, host Maja Garaca Djurdjevic chats with Chris McGibbon, global head of real estate at Nuveen, about the long-term outlook and why the “knife has stopped falling” in ...
Providence Wealth Advisory Group has internally appointed a new chief investment officer (CIO). The national investment advisory group – which has offices in Sydney, Melbourne, and Adelaide – has ...
With six in 10 Australians aged over 50 concerned about paying for aged care, new research has underscored financial advice as a way to mitigate these worries. The 2024 National Seniors Social Survey ...
A victim of NextGen Financial Group has received a payment from the CSLR after the company went into liquidation rather than pay a $270,000 determination from the Australian Financial Complaints ...
Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary. In a statement to the ASX, the firm said it will sell it to ASX-listed capital markets company Powerhouse ...
Global X ETFs Australia has appointed a new chief executive to replace Evan Metcalf, who will depart the ETF provider next month. The firm has now appointed Alex Zaika as CEO from 4 November 2024.
Contract Paraplanning Services (CPS) has been acquired by two new owners looking to drive further growth in the business. The firm offers outsourced, contracted-based paraplanning services that enable ...
With the Delivering Better Financial Outcomes (DBFO) legislation on the horizon next year, licensees need to decide whether they are going to take a hands-off approach or use it as an opportunity to ...