ASIC has suspended the AFSL of Prime Value Asset Management Limited for several weeks after the firm failed to meet its audit and reporting lodgement obligations. Based in Melbourne, the firm was ...

“Everyone sees the opportunity; few have cracked the model” when it comes to targeting high-net-worth (HNW) clients, according to a new wealth management report from consultancy Oliver Wyman. In its ...

Two years on from its four-way merger, Esencia Wealth chief executive and co-founder Matt Fenning says the firm is now assessing future expansion opportunities with a five-year goal of increasing its ...

Brisbane-based Sharpbridge Funds Management is looking to launch its first fund for retail investors. The global equities fund manager was set up last April with the fund structured as a information ...

Generation Life has launched five investment bond solutions across private markets, geared strategies and global small caps, expanding access to these asset classes for financial advisers and ...

Advice licensee Count has completed its cornerstone investment in Tailored Lifetime Solutions, taking a 20 per cent stake. As part of the transaction, which was flagged in May, Tailored has also ...

Russell Investments is to be acquired by an investor consortium led by US venture capital firm B Capital. Based in California, B Capital is a venture capital firm and the investor consortium it has ...

Merchant Investment Management (MIM) has expanded leadership in the region naming two new managing directors, one of which will also take up head of Merchant Australia. The global capital partner has ...

Last September, the firm launched three active ETFs in Australia on Cboe; Avantis Small Cap Value Active ETF (AVSV), Avantis Global Equity Active ETF (AVNG) and Avantis Emerging Markets Equity Active ...

Merchant Wealth Partners has taken a strategic minority investment in multi-disciplinary firm Infinity Financial Consultants, while eyeing future M&A opportunities. Founded by chief executive Trevor ...

Asset and wealth managers formed the bulk of financial services M&A in the first half of 2026, according to PwC, and alternative asset manager deals are set to rise in the second half. “Many of the ...

The Financial Services and Credit Panel (FSCP) has issued a written order cancelling the registration of a relevant provider. Peter Morrison-Dowd saw all of his registrations as a relevant provider ...