Perth financial advice firm Wealth Management Partners (WMP) has merged with global financial services firm Gallagher. The two firms said this will enhance its service offering on the west coast, ...

Sequoia Financial Group has flagged a major rebranding of its two financial news sites, following court proceedings launched last year. The firm will be commencing a significant refresh of its ...

The number of members expelled from the Australian Financial Complaints Authority (AFCA) almost doubled between 2023 and 2024, according to internal data. AFCA data released in December 2024 found 859 ...

Managed investment platform DomaCom has appointed an experienced artificial intelligence (AI) leader as its new chair. The firm, which operates a managed investments platform for wholesale and retail ...

Original bidder Bain Capital has returned with a revised bid for Insignia Financial, matching the offer from CC Capital. The private equity firm, which first bid $4 per share, has now made an updated ...

Six months on from HMC Capital’s acquisition of Payton Capital, Money Management takes a look at what the firm has achieved following the deal. HMC Capital is an alternative asset manager that invests ...

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024. This found the median balanced fund is expected to return 11.5 per cent in 2024, with ...

State Street Global Advisors (SSGA) has shared three tips for financial advisers when it comes to their portfolio construction for the year ahead. The firm said “a high level of co-movement between ...

As Capgemini recommends artificial intelligence (AI) be used for hyper-personalised advice, two professionals explore the impact it is having on advisory practices. The company’s Financial Services ...

Insignia Financial has issued a statement to the ASX regarding a potential bid from a third US private equity player in Brookfield. It was reported in The Australian newspaper that Brookfield was ...

Preliminary results from Wealth Data for the 2024 calendar year have unveiled which licensees reported the highest growth and losses in adviser numbers. The research house found that Centrepoint ...

Bennelong Funds Management chief executive, John Burke, has shared the firm’s priorities for 2025 including offering its responsible entity (RE) service to third parties. Burke joined the active fund ...