Evidentia Group, a wholly owned subsidiary of Generation Development Group (GDG), has entered into a binding agreement to acquire Encore Advisory Group. Founded in 2002, Encore is an Australian ...

While the number of advisers switching tends to tick up at the end of the year, Padua Wealth Data has revealed that advisers under an institutional or salaried business model has the lowest rate of ...

Financial services software firm Iress has unveiled a new business efficiency program with the aim of permanently lifting its profit margin as the business enters a leaner, growth-focused phase. The ...

Marking off its first year of operation, Perth-based advice firm Leeuwin Wealth is looking to strengthen its position in the WA market through organic growth and a strong regional presence. On 4 ...

Private equity manager Scarcity Partners has backed a specialist investment manager focused on metals and mining, seeking to meet investor demand for real assets. The firm has partnered with five ...

Passive ETFs are seeing stronger flows than their active counterparts despite the proliferation of active launches this year, according to Morningstar. In its Australian Asset Manager report for Q3 ...

As many advisers prepare for retirement, business advisory firm Business Health has said that advisers need to be taking a proactive approach to internal succession planning discussions with clients.

Franklin Templeton has continued the review of its fixed-income fund range, with multiple changes announced. This review, which affects 15 funds, is seeking to “ensure alignment and consistency” ...

Russell Investments has partnered with financial advice firm Invest Blue to launch the Cornerstone Private Markets Managed Portfolio, to expand private market access for Australian advised investors.

The abrdn Emerging Markets Equity Fund will focus on cash generative companies with strong earnings growth, with a portfolio of around 80–100 emerging market equities. The fund was previously known as ...

The experience of public markets can be viewed as a cautionary tale for private markets that growth may be strong currently, but the future could be less profitable and more operationally challenging, ...

JANA Investment Advisers has announced a round of senior appointments to head its alternatives and infrastructure research and sustainability divisions. The investment consulting firm has appointed ...