Buyers of financial planning practices and client books are becoming more focused on profit, leading acquirers to be much more discerning when it comes to fee per client - but they should continue to ...
Clime Investment Management has struck two strategic partnerships it expects to add approximately $130 million in funds under management (FUM) and $750,000 in revenue over the next year.
ClearView Wealth's profit took a blow with its underlying net profit after tax (UNPAT) down 22% to $15.2 million in the six months to 31 December 2024, saying the slump was due to an "aberration" in ...
The SMA Reporting Standard (SMARS) has launched to address the complexities and confusion over fee structures in the separately managed accounts (SMAs) sector.
The new fixed income fund manager, backed by the Commonwealth Superannuation Corporation, is set for launch in the Netherlands.
PM Capital Global Opportunities Fund (ASX: PGF) has confirmed it made a play to acquire two funds managed by Platinum Asset Management.
Generation Development Group recorded a massive $74.4 million leap in net profit after tax in its half year results.
APRA's proposal to overhaul capital requirements for annuities is touted to be the most significant change for life insurers in more than a decade.
A long-serving investment professional has been appointed to the top investment job at Heritvest Family Office. George ...
Doug Tynan's GCQ Funds Management joins a growing number of active managers entering the exchange-traded fund sector.
BFA Global Investors - the advisory firm of Jonathan Belz and Gavin Ezekowitz - has hired a distribution lead from Remara ...
Team Super has made two appointments to its senior executive team - a chief growth officer and a new finance chief. The new ...
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