After rejecting its first bid, Platinum Asset Management has granted Regal Partners a period of due diligence to submit a revised bid. Last month, Regal made an offer for Platinum which was ...

In this free webinar on 3 October, Money Management will be looking at the technological challenges facing Australian Financial Services (AFS) licensees. With technology playing an ever-greater role ...

The fallout from Dixon Advisory could have been far worse, according to Numerisk’s Richard Silberman, if the products hadn’t been isolated to one individual company. Dixon Advisory collapsed in 2022 ...

Stantins Financial Services has moved under AMP’s licence to help drive growth in the business. The Melbourne-based multidisciplinary financial services firm specialises in finance advice, estate ...

After making a name for themselves on the footy field and the tennis court, these two ex-sportsmen reflect on their journey into financial advice. Welcoming career changers into the advice profession ...

Montaka has $260 million across three funds and offices in New York and Sydney. Under the arrangement, Montaka’s funds will operate independently of MFF and investors will continue to benefit from ...

More than half of the past 13 weeks of Q3 enjoyed a rise in financial adviser numbers, according to Wealth Data figures. With the third quarter of 2024 behind us, Money Management has taken a look at ...

Magellan has appointed a deputy portfolio manager to work on its Airlie Australian Share Fund. Magellan Asset Management said it has appointed Joe Wright to work on the $705 million fund, effective ...

The Financial Advice Association Australia (FAAA) has revealed the overwhelming majority of advised clients trust their adviser to act in their best interests. The 2024 Value of Advice Consumer ...

Financial services group Tribel has entered into agreement to roll out an estate planning solution from Yodal to its financial advisers. The service will gather and store the client information ...

An array of exchange-traded funds (ETFs) were launched over the past three months. Money Management reviews the most notable ETF launches during 2024’s third quarter, including new products from ...

The Australian Financial Services Licence (AFSL) of a Victorian firm authorised to provide financial product advice has been cancelled as the business is being wound up, and the firm is the subject of ...