AZ NGA has partnered with an Adelaide-based accounting and financial planning practice as it expands its presence in South Australia. AZ NGA labelled the partnership “a significant step forward" in ...
The central bank has released its decision on the official cash rate following its November monetary policy meeting. The Reserve Bank of Australia (RBA) has decided to hold the cash rate at 3.6 per ...
Perpetual has confirmed it has entered into an exclusivity agreement to progress discussions with US private equity player Bain Capital regarding the sale of its wealth management division. The wealth ...
Distribution of private credit funds through advised channels to retail investors will be an ASIC priority for 2026 as it releases the results of its fund surveillance. The report REP 280 Private ...
HLB Mann Judd Perth has announced its acquisition of a WA-based firm, A Plus Business Advisors, growing its presence in the region, along with 10 appointments across its Australian network. Expanding ...
Global asset manager Janus Henderson could be acquired after receiving a non-binding acquisition proposal jointly from a private investment firm and venture capital firm. Trian is owned by hedge fund ...
Blackwattle Investment Partners has hired a trio from First Sentier Investors to run its first Equity Income Fund. Rudi Minbatiwala, Jason Moodie, and Marlon Chan have worked together for the past 17 ...
With the intergenerational wealth transfer underway in Australia, wealth management firms are focusing both on attracting the next generation of clients and the next generation of advisers to service ...
Over half of financial advice clients say they have found their adviser via a referral from an existing client, according to Dimensional. The firm’s Global Investor Study has surveyed over 110,000 ...
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice in regard to clients establishing SMSFs. Jovan Videkanic was banned from providing financial services, controlling an ...
Two Australian fund managers have been singled out by Morningstar for their ability to achieve consistent performance despite most managers witnessing underperformance of the ASX 200. In its ...
The industry can expect to see more partnerships in the retirement income space in the future, enabling firms to progress their innovation. Appearing at the Citi Investment Conference 2025 in Sydney, ...
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