With Finchley & Kent coming in second place for adviser growth in 2024, its managing director shares why word-of-mouth referrals are critical to its success. Wealth Data’s recent calendar year wrap-up ...

Franklin Templeton has launched a new active exchange-traded fund (ETF) for investors seeking stable and growing income streams. The investment manager unveiled the Martin Currie Real Income Fund - ...

The platform market is more likely to grow than consolidate in the upcoming years, according to platform expert Recep Peker. Last week, Money Management wrote that the “era of platform promiscuity” – ...

Insignia Financial has looked internally to appoint its new chief technology officer (CTO), following the announcement of its new operating model last July. The wealth management firm confirmed that ...

Advice veteran Paul Harding-Davis is to step down from licensee AdviceIQ Partners after eight years, and the business has appointed a new general manager. Harding-Davis has worked as general manager ...

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 ...

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 ...

2024 saw a shift in performance for microcap companies after two consecutive years of challenging conditions. The S&P/ASX Emerging Companies Index has returned an impressive 27.88% (to 31 October).

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 ...

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 ...

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 ...

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 ...