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Prime Financial has flagged larger transactions will become a hallmark of its M&A strategy moving forward, as it seeks to step away from its “sleeping giant” reputation. Earlier this week, the firm ...
Recruitment firm Kapital Consulting, which specialises in recruiting technology roles for financial services firms including investment and asset managers, has detailed salaries for technology roles.
Insignia Financial has experienced total net outflows of $1.8 billion in the most recent quarter as a result of client rebalancing. In its quarterly results for the three months to 31 March, it said ...
Rose Partners, which has a strategic partnership with AZ NGA, has purchased an advisory and accounting business based in Queensland. The Melbourne-based accounting and advisory firm announced the ...
Australia’s “sophisticated” financial services industry is a magnet for offshore fund managers, according to a global firm. Financial advisers are increasingly looking to ETFs as an investment vehicle ...
Having rejected the possibility of going ASX-listed, Mason Stevens’ CEO details why the wealth platform went down the private equity (PE) route and how it intends to accelerate its growth ambitions.
ClearBridge said the ETF vehicles provide exposure to global infrastructure assets and seek to deliver stable income, inflation protection, and diversification – which is particularly beneficial in a ...
The Financial Advice Association Australia (FAAA) has expressed its support for the Opposition’s commitment to making financial advice a “national priority”. Speaking at Momentum Media’s Election 2025 ...
Perpetual outflows have risen by 134 per cent from the previous quarter as the result of client mergers and rebalancing including $2.5 billion from Pendal Asset Management. In its latest quarterly ...
Investment information firm Equity Story has signed a binding heads of agreement to acquire South Australian financial advisory and stockbroker Baker Young. The firm said the acquisition will enhance ...
ASIC has suspended the Australian Financial Services Licence (AFSL) of a Melbourne-based financial advice firm. The AFSL was held by Beacon Wealth in Melbourne and would be suspended until 7 April ...
First Sentier Investors is the latest investment manager to enter the ETF space, enabling financial advisers and investors to access an existing geared fund via an ETF structure. The global investment ...
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