Court details show the extent of an ‘advice model’ run by United Global Capital (UGC) that justified its winding up earlier this month. UGC and the associated Global Capital Property Fund (GCPF) was ...

Pinnacle’s new UK-based affiliate has passed another milestone in its presence in Australia with its first research rating from Zenith Investment Partners. Life Cycle Investment Partners was set up in ...

Money Management’s TOP 100 Financial Planning Groups ranking is the longest running annual survey of leading groups in the sector, based on their size, profile and adviser numbers, and tracks the ‘big ...

Perpetual’s new chief executive Bernard Reilly has told shareholders how he hopes to turnaround the firm’s asset management division. Reilly joined the firm in September from his role at ...

Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary. In a statement to the ASX, the firm said it will sell it to ASX-listed capital markets company Powerhouse ...

AstuteWheel has rebuilt its platform and brought its development team in-house to better adapt to industry changes. The financial planning software helps advisers to improve their client experience ...

Link Group is the target of an acquisition bid by Mitsubishi UFJ Trust and Banking Corporation as the firm seeks greater access to Australia’s superannuation funds.

The Senate economics legislation committee has recommended Schedule 1 of the Delivering Better Financial Outcomes legislation be passed as it is a “faithful implementatio ...

Magellan and Hyperion are among 11 new entrants in the Responsible Investment Association Australasia’s (RIAA) list of responsible investment leaders for 2024. Some 61 Australian asset managers were ...

Clime Investment Management expects to see $1 million reduction in operating costs as a result of a cut in board and leadership costs. Earlier this month, three non-executives of Clime IM – Andrew ...

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to ...