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 ...

Shangri-La, Sydney • Welcome reception: 6:30pm AEST • Official start: 7:00pm • Black tie Held in June in Sydney, the black-tie gala event brings together the industry’s top performers and stand-out ...

Experience the forefront of change in the financial services landscape at the inaugural Australian Wealth Management Summit, a groundbreaking one-day conference navigating the intricate landscape of ...

The most anticipated awards program of the year for the funds industry has arrived – the one setting the standard for the top fund managers and professionals in the Australian marketplace. Winning a ...

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 ...

Speaking on a Morningstar webinar, Lucie Bishop from Revolution Asset Management and John Woods from Australian Ethical discussed the convergence of public and private markets. The pair were asked by ...

Iress’ Xplan continues to dominate the financial planning software market with a multitude of uses, despite newer players battling for a piece of the pie. Netwealth’s 2024 AdviceTech Buyer’s Guide has ...

Count Gold Coast has entered into binding agreements to acquire clients of two accounting businesses, providing new opportunities for its financial advisers. The Queensland-based equity partner – ...

Selfwealth has shared the top 10 ETFs by trades with a shift demonstrated by investors towards Australian equity ETFs. This is the third month that there has been a “buying conviction” across ...

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 ...

The firm, which has offices in Victoria and South Australia, has acquired Next Step PMD Financial Planning to strengthen its footprint in Victoria. The acquisition includes the transfer of a ...

South Australian financial advice firm Calder Wealth Management (CWM) has announced a strategic partnership with a risk advice firm. CWM has formed a strategic partnership with risk advice firm Life ...