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 ...

Venue: Hyatt Regency, Sydney • Registration opens: 8:00am AEDT • Official start: 9:00am • Dress: Business Entering its third year, the Women in Finance Summit is an established movement providing ...

ASIC has filed proceedings in the NSW Supreme Court that claim Fortnum Private Wealth failed to meet its AFSL obligations due to inadequate policies, frameworks, systems and controls in place to deal ...

La Trobe Financial has announced the launch of an ASX-listed private credit fund, offering a new funding avenue for the firm. The La Trobe Private Credit Fund (ASX: LF1) aims to raise between $100 ...

A dozen high-profile female portfolio managers have joined forces on Future Generation Women, a new fund open to Australian wholesale investors. The fund will invest in both Australian and global ...

ASIC has warned Australian retail investors there “will be product failures” in the private credit space as the assets are untested for a large-scale stress event, but has stopped short of ...

Two advice professionals examine the cost-effectiveness of running your own licensee and whether the expenses are worth the benefits it provides. Money Management recently explored the estimated costs ...

In the latest Meet the Manager profile, Money Management speaks with Michael Skinner, founder and managing director at Blackwattle Investment Partners. Skinner holds multiple roles at the firm, which ...

Merlon Capital Partners has acquired the minority stake in the business owned by Fidante. The boutique asset manager, which was founded in 2010, is already majority-owned by its principals, but ...