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 ...

Shangri-La, Sydney • Welcome reception: 6:30pm AEST • Official start: 7:00pm • Black tie Held in June in Sydney, the black-tie gala event brings together the industry’s top performers and stand-out ...

Experience the forefront of change in the financial services landscape at the inaugural Australian Wealth Management Summit, a groundbreaking one-day conference navigating the intricate landscape of ...

The most anticipated awards program of the year for the funds industry has arrived – the one setting the standard for the top fund managers and professionals in the Australian marketplace. Winning a ...

Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles. Clifford, who has worked at Platinum for 31 years and is a ...

Global fund managers with a US presence may be forced to revisit how they present fund offerings as political polarisation persists around ESG investing amid a Trump victory. Previously, a number of ...

Selfwealth has shared the top 10 ETFs by trades with a shift demonstrated by investors towards Australian equity ETFs. This is the third month that there has been a “buying conviction” across ...

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 – ...

The use of technology and data analytics will be a way for successful advice firms to grow in 2025, according to Adviser Ratings. Referencing findings in its 2024 Adviser Landscape report, it said ...

Two Australian small-cap asset managers have announced they are seeking to merge the businesses. Monash Investors has announced it will be acquired by DMX Asset Management and it will sit within the ...

The acquisition of Mason Stevens by private equity firm Adamantem Capital demonstrates the value of outsourced chief investment officer (OCIO) solutions. Last year, it was announced that Mason Stevens ...

Business consultancy Business Health has shared 10 suggestions for firms onboarding new staff following a merger and acquisition. The financial advice and broader financial services industry is no ...