Wealth Architects has announced two further acquisitions as it continues its path into regional Australia and branches out into life insurance. The Brisbane-based firm says it is targeting a projected ...

Entireti, Australia’s largest financial advice licensee owner, has welcomed its first chief investment officer (CIO) to drive its research and investment services team. The advice company announced ...

Culture clashes and differing management styles are among the reasons why, recruiters tell Money Management, they see employees changing jobs post-M&A activity. Earlier this month, we explored the ...

Active ETFs have a fund manager or team who makes decisions about the investment portfolio rather than passively tracking an index. While the ETF may still reference an index, the investment manager ...

Stellan Capital’s new CEO Jim DeCarlo details how the firm is looking to organically double its assets within 18 months and its goals for the long-term future. The private wealth management company ...

Milford Asset Management has appointed a new chief executive to replace Mark Ryland who departs after 11 years. Blair Turnbull will join the New Zealand-based fund manager on 12 March and be based in ...

Clime Investment Management has declared a small profit in the December quarter following a statutory loss of $3.8 million in FY24 and subsequent shareholder backlash. Announcing its results for the ...

ASIC has announced its first adviser banning of the year with the permanent ban of a Queensland-based former adviser that was sentenced to seven years' imprisonment. The corporate regulator has made ...

2024 saw a shift in performance for microcap companies after two consecutive years of challenging conditions. The S&P/ASX Emerging Companies Index has returned an impressive 27.88% (to 31 October).

Next year there are more reasons than most to start with a fresh perspective when it comes to reshaping investment strategies, writes Dan Farmer. ...