Allianz Retire+ has appointed two individuals to support its reach of retirement income specialists with financial advisers. Lauren Matthews has been appointed as senior retirement income specialist ...
LGT Wealth Management is maintaining a neutral stance on US equities going into 2026 as it is worried whether the hype around AI euphoria will continue. Commenting on its portfolio positioning, the ...
Financial advice practice Eureka Whittaker Macnaught is in the process of acquiring three firms to boost annual revenue to $25 million. The Sydney-headquartered firm, which also has multiple offices ...
ASIC has released the results of the latest financial adviser exam, held in November 2025. The November exam was sat by 308 people and had a pass mark of 67.5 per cent, representing 208 people. This ...
The second annual Australian Wealth Management Awards brought an unparalleled awards program that recognised the top businesses and professionals in the wealth management industry across the nation.
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 ...
Event date: Friday, 14 November 2025 Venue: Hyatt Regency Sydney Welcome reception: 6:30pm AEDT Official start: 7:00pm Dress: Black tie This national awards program was designed to recognise and ...
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 ...
Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with Adamantem Capital. Based in Sydney, private equity firm Adamantem manages over $2 billion in assets ...
The days of financial advisers being “all things to all people” are behind us, as practices face a balancing act of rising fees alongside perceived value. Operating an advice business in Australia has ...
Rodney Forrest was charged with trading and procuring others to trade Platinum shares in August and September 2024 while in possession of insider information relating to a takeover offer. ASIC alleges ...
Global investment management firm Fidante, part of Challenger Limited, has formed a strategic partnership with London-based Fulcrum Asset Management. Founded in 2004, Fulcrum is a $12.6 billion liquid ...