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 ...
Financial advice group Wealth Architects has seen a global insurance platform acquire a majority shareholding, the latest in overseas interest in Australian financial advice. The firm, which is led by ...
AMP’s platform has seen net cash flow increase 63 per cent in Q2, while its superannuation and investment division returned to positive cash flow for the first time since 2017. In a quarterly update, ...
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 ...
Generation Development Group (GDG) is to acquire 100 per cent of Evidentia Group to create a managed account provider with over $25 billion in funds under management (FUM). Evidentia was launched in ...
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.
Barings has appointed a former Zenith sales head as it seeks to expand its reach in the Australian wealth management market. John Nicoll has taken up the newly created position of sales director at ...
Intelliflo has been acquired by global investment firm Carlyle for $200 million. The software firm was first acquired by asset manager Invesco in June 2018 but it has now been announced it will sell ...
ASIC has canceled the AFSL of Sydney-based asset consultant and research firm. CPG Research & Advisory, which operated in the Sydney CBD, saw its AFSL cancelled after ASIC became aware that CPG had ...
Distribution of private credit funds through advised channels to retail investors will be an ASIC priority for 2026 as it releases the results of its fund surveillance. The report REP 280 Private ...
The central bank has released its decision on the official cash rate following its November monetary policy meeting. The Reserve Bank of Australia (RBA) has decided to hold the cash rate at 3.6 per ...