While the next generation prepares to up their involvement in family office operations, global research shows a severe lack of preparation for when founders eventually hand over the reins. The study ...
Generation Development Group (GDG) has detailed to shareholders how it suffered a cyber incident on subsidiary Generation Life. The firm said it is “responding to a contained cyber incident involving ...
Coastal Advisory Australia has acquired two Brisbane-based advice firms, Capital Focused and True Journey Financial Planning, solidifying its foothold in Queensland. Founded in 2001 and based in ...
Merlon Capital Partners has been awarded an Australian equities mandate from industry fund Prime Super. The industry fund will utilise Merlon’s Concentrated Australian Share strategy, which focuses on ...
Another week of double-digit new entrants has kept the profession in a positive growth position while several of the biggest licensees recorded adviser losses. This is thanks to another 11 new ...
Its first three mandates come from ek Private Advisory, Capella Advisory, and United Advisory. ek is a private client advisory firm, Capella is a multi-practice licensee, and United Advisory is an ...
L1 Capital has raised $900 million in the IPO for its new listed L1 Gold fund. It was announced earlier this month that L1 Capital was seeking to raise between $500 million – $1 billion for a listed ...
With the Australian advice market continuing to attract private equity (PE) interest, a Dimensional head said advisers need to acknowledge the power of this capital in unlocking growth opportunities.
In this episode of Relative Return Insider, host Keith Ford is joined by AMP deputy chief economist Diana Mousina to take a look at the latest inflation figures and whether there is anything useful to ...
The global technology funds will track the FTSE All World Technology 300 Capped Net Tax Index, which includes approximately 300 stocks across more than 20 countries. The funds will have exposure to ...
As active managers rush to capitalise on ETF opportunities, Betashares argues the ongoing underperformance of these funds only strengthens the case for passive and smart beta strategies. ETFs have ...
BlackRock chief executive Larry Fink says he can see a ‘significant runway ahead’ for iShares active ETFs, having launched the first one in Australia last year. Writing his annual CEO letter, Fink ...