At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change ...

Held over one day, the summit will bring together senior investment professionals, asset consultants, economists, and advisers to explore how alternative investments – from private equity and real ...

The second annual Australian Wealth Management Awards is here to bring you an unparalleled awards program that identifies the top businesses and professionals in the wealth management industry across ...

After the inaugural Women in Finance Summit sold out in record time in 2023, we’re back for 2024 with a bigger and better program providing women in financial services in Australia with a platform to ...

After teasing the announcement at a Sydney event late February, Otivo has released its “national first” AI-powered financial advice assistant, allowing users to ask questions about the advice provided ...

Ben Calder, managing director of CWM, said: “Life insurance advice is a complex and highly specialised area that continues to be underrepresented in Australia. We’ve provided insurance advice for over ...

Last October, the firm acquired a regional advice firm based in Tamworth, while it acquired two regional Victoria practices in Swan Hill and Echuca in March 2024. Speaking last year on the decision to ...

“This addition of nine advisers is substantial in today’s market, especially at a time when the demand for financial advice is high, and adviser numbers are low.” Alongside the nine incoming advisers, ...

“We’re thrilled to have him on board and believe his appointment will play a key role in shaping the future of PictureWealth as a leader in the advice space.” PictureWealth is keen to grow and gained ...

Potter first joined the business in 2002 as a senior equity analyst and was named senior portfolio manager in 2007. He has led the Australian equities team since 2014, serving as co-portfolio manager ...

Newly launched advice business Freshwater Wealth is doubling down on its growth strategy as it looks to scale up its adviser footprint and Sydney client base. Last week, Freshwater Wealth officially ...