Evidentia Group, a wholly owned subsidiary of Generation Development Group (GDG), has entered into a binding agreement to acquire Encore Advisory Group. Founded in 2002, Encore is an Australian ...

Venue: Hyatt Regency, Sydney • Registration opens: 8:00am AEDT • Official start: 9:00am • Dress: Business Entering its third year, the Women in Finance Summit is an established movement providing ...

Four individuals, including three senior staff from Canaccord Genuity, have collaborated to launch their own Western Australian wealth management firm. Leeuwin Wealth has been launched this month ...

Platform HUB24 has launched a client reporting solution to improve adviser reporting across custody and non-custody assets. The firm said it understood many advisers still manually report on ...

Ausbil has launched its first active ETF in response to adviser demand for a dual-access product offering regular monthly income. The Ausbil Active Dividend Income Fund – Active ETF (DIVI) holds ...

Adviser Ratings’ wealth data and sentiment business ARdata announced its completed acquisition of investment and superannuation system ProductRex. With ARdata taking full ownership of the platform, ...

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Chirakis worked as CEO at Ophir for almost six years, having joined in February 2019 as an investment director following eight years at AMP Capital. He was then promoted to chief executive in August ...

Count’s chief executive, Hugh Humphrey, hopes the move away from CountPlus will help the firm streamline its branding as it acquires Affinia. Last week, CountPlus shareholders voted with 99 per cent ...

Insignia Financial has completed its transition of a range of administration and technology functions to SS&C Technologies as it seeks to be a leading wealth manager by 2030. This sees almost 1,300 ...

Welcome to the latest edition of the Money Management Portfolio Construction Guide, where we explore and demystify five essential asset classes for financial advisers. In this edition, we take a deep ...

Coastal Advice Group (CAG) and Calder Wealth Management (CWM) have merged to form a national advice business. The combined business will have offices in NSW, Victoria, South Australia and Western ...