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 ...

Those financial advice practices which are seeing the strongest profitability and revenue growth share four similar characteristics in how they run their businesses. The latest Adviser Ratings 2025 ...

Private equity (PE) players’ rising interest in Australian financial services is driving an uptick in job vacancies, leaving sellers to question their future involvement post-M&A. According to ...

Two fund managers have unpacked why financial advisers are essential to their debut in the exchange-traded fund (ETF) space. The Australian ETF industry has seen an array of new players entering for ...

In this week’s special edition of Relative Return Insider, we bring you outgoing Financial Services Minister Stephen Jones’ keynote from Momentum Media’s Election 2025 event, followed by a Q&A focused ...

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 ...

Platinum Asset Management has seen outflows moderate during March, down 15 per cent from the previous month when it announced two major investment team changes. In an ASX statement, the ...

PM Capital’s Global Opportunities Fund has made a binding offer to acquire the two listed investment companies run by Platinum Asset Management. The firm has made non-binding, indicative proposals to ...

ASIC has warned Australian retail investors there “will be product failures” in the private credit space as the assets are untested for a large-scale stress event, but has stopped short of ...

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 ...

PIMCO has confirmed the departure of its local managing director and named the successor to take up the position. Rob Mead has served at the fund manager for more than two decades and is currently its ...

Investment Trends has named HUB24 as the top investment platform in terms of overall functionality for the third year in a row. The firm’s 2024 Platform Competitive Analysis and Benchmarking Report ...