At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change ...

“For many high-net-worth investors, a 10–20 per cent illiquidity bucket may be appropriate given their wealth, income and cash flow needs. Once the adviser has determined the illiquidity bucket, they ...

Held over one day, the summit will bring together senior investment professionals, asset consultants, economists, and advisers to explore how alternative investments – from private equity and real ...

Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with Adamantem Capital. Based in Sydney, private equity firm Adamantem manages over $2 billion in assets ...

In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to explore the major global and domestic forces shaping investment markets in 2025, from ongoing ...

“The key benefit to investors in MAAT is the elimination of significant ASX-related expenses and investors across both funds benefit from the greater scale and focus from operating just one fund with ...

Ben Calder, managing director of CWM, said: “Life insurance advice is a complex and highly specialised area that continues to be underrepresented in Australia. We’ve provided insurance advice for over ...

Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles. Clifford, who has worked at Platinum for 31 years and is a ...

A total of 30 winners took home trophies across 25 individual and five group categories, selected from over 250 worthy finalists. Winners were announced across categories that spanned the breadth of ...

Business consultancy Business Health has shared 10 suggestions for firms onboarding new staff following a merger and acquisition. The financial advice and broader financial services industry is no ...

Enda Mahoney joined the investment consultant on 18 November and will also be a member of the firm’s executive leadership team. Mahoney joins JANA from Ignition Advice where he worked as chief ...

The use of technology and data analytics will be a way for successful advice firms to grow in 2025, according to Adviser Ratings. Referencing findings in its 2024 Adviser Landscape report, it said ...