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 ...

As market conditions remain unpredictable and traditional asset classes face pressure from macroeconomic uncertainty, the Australian Wealth Management Summit returns in 2025 to examine the rising role ...

Rob Coombe, GDG chairman, said: “I am delighted to welcome Peter to GDG’s board and look forward to his wealth of experience and expertise complementing the company’s strategic objectives.” Last year, ...

Overall net inflows for the month across the industry were $3.8 billion which pushed total funds under management to $273.7 billion. Speaking to Money Management last month, JPMAM’s global head of ...

“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 ...

“Market volatility today is no different to any other upheaval over the past few decades. What sees investors through these times is following the golden rules – long-term investment in high-quality, ...

With LGT Crestone completing its acquisition of CBA’s advice firm, Money Management details the M&A activities of the second quarter so far. LGT Crestone confirmed this week that it had completed the ...

A decade after being permanently banned from financial services, a former financial adviser will finally face court in WA following a failed bid to avoid extradition. Former financial adviser Marion ...

Franklin Templeton is launching its second alternatives fund for Australian wealth clients, focusing on private equity investment opportunities. Teaming up with secondary and co-investment fund ...

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. Neville Allan Kendrick was permanently banned from 22 April from providing any ...

Torty Howard, co-CEO of Escala Partners, said: “The wealth management industry is undergoing a pivotal transformation, embracing alternative and private market investments at an increasing pace. “We ...

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 ...