While stock trading volumes increased significantly over October, according to AUSIEX’s monthly report, advised investors in particular saw a 22 per cent month-on-month jump. The monthly statistics ...
Financial services software firm Iress has unveiled a new business efficiency program with the aim of permanently lifting its profit margin as the business enters a leaner, growth-focused phase. The ...
CoreData has shared the top areas of demand for cryptocurrency advice as seven in 10 crypto investors say they would be interested in receiving advice. A third of crypto investors say they are working ...
AZ NGA has partnered with an Adelaide-based accounting and financial planning practice as it expands its presence in South Australia. AZ NGA labelled the partnership “a significant step forward" in ...
The central bank has released its decision on the official cash rate following its November monetary policy meeting. The Reserve Bank of Australia (RBA) has decided to hold the cash rate at 3.6 per ...
Global investment management firm Fidante, part of Challenger Limited, has formed a strategic partnership with London-based Fulcrum Asset Management. Founded in 2004, Fulcrum is a $12.6 billion liquid ...
Blackwattle Investment Partners has hired a trio from First Sentier Investors to run its first Equity Income Fund. Rudi Minbatiwala, Jason Moodie, and Marlon Chan have worked together for the past 17 ...
Private wealth firm Escala Partners is seeking to become a leading player in the Australian advice landscape, helped by backing from US player Focus Financial. It was announced in July that private ...
Platform HUB24 has launched a client reporting solution to improve adviser reporting across custody and non-custody assets. The firm said it understood many advisers still manually report on ...
Chief distribution officer at Allianz Retire+ Brendon Rodda has departed after less than two years to take up a senior role at Generation Life. Rodda joins Generation Life effective immediately as ...
Count has enacted its latest M&A deal of the financial year, acquiring the accounting and audit client base of a Sydney accounting firm. Subsidiary CountPlus One has entered into a binding agreement ...
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth (KPW), while Ord Minnett has hired a private wealth adviser from Morgan Stanley. Kennedy is described as an independent, ...
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