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 ...

Speaking on a Morningstar webinar, Lucie Bishop from Revolution Asset Management and John Woods from Australian Ethical discussed the convergence of public and private markets. The pair were asked by ...

Betashares and Global X have announced they will both be launching new products focused on defined income and Chinese equities, respectively. Global X has announced it will launch the Global X China ...

Count Gold Coast has entered into binding agreements to acquire clients of two accounting businesses, providing new opportunities for its financial advisers. The Queensland-based equity partner – ...

Having rejected the possibility of going ASX-listed, Mason Stevens’ CEO details why the wealth platform went down the private equity (PE) route and how it intends to accelerate its growth ambitions.

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 ...

First Sentier Investors is the latest investment manager to enter the ETF space, enabling financial advisers and investors to access an existing geared fund via an ETF structure. The global investment ...

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 ...

Holding portfolios that are too complex can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition. Speaking on a webinar, Mitch Ramsbotham ...

The organisation, which provides the prestigious Chartered Financial Analyst qualification among others, said it will rename its Certificate in ESG Investing next month. It said: “Since the ...

Bell Asset Management has welcomed a global investment professional as its director of research and portfolio manager, while the broader team sees a reshuffle. Following an extensive global search ...

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 ...