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 ...
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 ...
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 ...
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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 ...
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 ...
A range of industry challenges continue to plague the financial advice profession, according to BT, particularly as three-quarters of advisers struggle with staff recruitment. The wealth management ...
Pinnacle Investment Management has continued its focus on international expansion with the appointment of a managing director from T. Rowe Price. Based in Toronto, Jonathan Flegg will join the firm as ...
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, ...