WT Financial (WTL) has shared the progress of its Hubcos model as they embark on their own acquisition activity and ...

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 ...

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 ...

“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 ...

Two advice licensees – WT Financial and Fiducian – have reported their first-half results for the six months to 31 December. For Fiducian, the firm reported a 9 per cent rise in funds under management ...

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 ...

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 ...

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 ...

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 ...

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 ...

Two licensees are leading the start of the financial year’s gains with more than 10 new advisers each, according to Padua Wealth Data. At the start of the year, it looked like a negative period was ...