Despite a big focus on the government’s tax changes to individuals with over $3 million in super, the Association of Superannuation Funds of Australia (ASFA) data shows just 2.5 per cent of the ...
With scalability becoming increasingly important for advice firms, a specialist consultant says organisational structure and strategic planning can be the biggest hurdles for those chasing growth.
Two listed advice licensees have seen significant year-on-year improvement in their share price with only one firm reporting a loss since the start of the year. Looking at share price performance from ...
Total monthly ETF inflows declined by 28 per cent in November but overall funds under management are ahead of the annual forecast at $325 billion. Betashares’ latest monthly report found total flows ...
ASIC has banned Louis Van Coppenhagen from providing financial services, controlling an entity that carries on a financial services business or performing any function ...
In her new role as general manager of platform development and digital experience, Press will lead the design and delivery of the “next generation of the MLC Expand wrap platform”, focusing on driving ...
The second annual Australian Wealth Management Awards brought an unparalleled awards program that recognised the top businesses and professionals in the wealth management industry across the nation.
The Australian Securities and Investments Commission (ASIC) has updated guidance for accountants who provide services on self-managed superannuation funds (SMSFs) to cover the exemption from the ...
Event date: Friday, 14 November 2025 Venue: Hyatt Regency Sydney Welcome reception: 6:30pm AEDT Official start: 7:00pm Dress: Black tie This national awards program was designed to recognise and ...
Two Australian small-cap asset managers have announced they are seeking to merge the businesses. Monash Investors has announced it will be acquired by DMX Asset Management and it will sit within the ...
Integro Private Wealth has formed a strategic partnership with an accounting business in Brisbane, signifying its expansion into Australia’s east coast. The Perth-based wealth management firm has ...
Coastal Advice Group has completed the acquisition of three businesses across Australia, continuing its national expansion strategy after the firm set its sights on major expansion over the next ...