Perpetual was among the biggest winners this week, gaining five advisers, while Sequoia sank below 100 advisers for the first time. The Financial Adviser Register (FAR) has continued to grow for a ...
Warakirri Asset Management has expanded its distribution team as the firm looks to amplify its reach within the retail advisory, family office and high-net-worth markets. Founded in 1993, Warakirri is ...
The Australian Wealth Management Summit has reinforced its position as one of the industry’s premier events, with an impressive line-up of sponsors and partners supporting the summit in 2026. The ...
Fintech platform provider DASH Technology Group has concluded its search for a chief executive after a two-month search. In June, DASH chief executive Andrew Whelan announced he was stepping down ...
The growth of private markets is both a “threat and an opportunity” for wealth managers and their success depend heavily on specialist knowledge when it comes to identifying successful providers.
Its first three mandates come from ek Private Advisory, Capella Advisory, and United Advisory. ek is a private client advisory firm, Capella is a multi-practice licensee, and United Advisory is an ...
Infocus has received a minority investment from Scarcity Partners, a specialist growth investor in investment managers. Scarcity Partners said it has taken a “minority position” but did not disclose ...
In his first speech as CEO, AMP’s Blair Vernon has shared his three priorities for the firm under his leadership. Speaking at the firm’s annual general meeting in Sydney on 10 April, Vernon said he ...
HUB24 has strengthened its C-suite with the appointment of Jason Hair as chief operating and innovation officer. This is a newly-created role created by the platform which incorporates the ...
A Middle Eastern private equity firm has acquired a minority stake in alternative asset manager La Trobe Financial from Brookfield, valuing La Trobe at $3 billion. Axight is an Abu Dhabi-based private ...
Global X ETFs has launched a new ETF targeting international small and mid-cap companies, responding to growing investor demand for broader global equity diversification beyond mega-cap stocks. The ...
Bell Financial Group has opened the doors on its latest venture, Tandem Capital, aimed at serving the margin lending and investment needs of advisers. Founded in 1970, Bell Financial Group (BFG) has ...