Wealth Architects has announced two further acquisitions as it continues its path into regional Australia and branches out into life insurance. The Brisbane-based firm says it is targeting a projected ...

Donald Trump’s presidency has already begun reshaping the corporate and political landscape in the US, with executive orders rolling back diversity, equity, and inclusion (DEI) initiatives and clean ...

Entireti, Australia’s largest financial advice licensee owner, has welcomed its first chief investment officer (CIO) to drive its research and investment services team. The advice company announced ...

Final numbers are in for the 2024 calendar year, showing the financial planning (holistic advice) business model saw the largest growth in terms of new licensees. According to Wealth Data, financial ...

Active ETFs have a fund manager or team who makes decisions about the investment portfolio rather than passively tracking an index. While the ETF may still reference an index, the investment manager ...

Iress has announced several appointments in its APAC wealth propositions team. The software provider confirmed that it has expanded the team with a number of newly created roles, focusing on executing ...

Culture clashes and differing management styles are among the reasons why, recruiters tell Money Management, they see employees changing jobs post-M&A activity. Earlier this month, we explored the ...

Stellan Capital’s new CEO Jim DeCarlo details how the firm is looking to organically double its assets within 18 months and its goals for the long-term future. The private wealth management company ...

Contrary to the “set and forget” perception of exchange-traded funds (ETFs), Generation Z and Millennial investors are actively engaging with and trading these passive vehicles, according to NAB. New ...

Recruitment agency Robert Walters has revealed the expected salary ranges for Australian financial advisers in 2025, with one particular state seeing a decline. The firm’s Salary Guide 2025 assessed ...

Encore Advisory Group has welcomed a new partner to its ranks, who previously led advice licensee businesses at Insignia Financial and MLC/NAB. The Sydney-based advisory firm was established in 2002 ...

ASIC has announced its first adviser banning of the year with the permanent ban of a Queensland-based former adviser that was sentenced to seven years' imprisonment. The corporate regulator has made ...