The Reserve Bank of Australia (RBA) has lowered rates to a level not seen since mid-2023. After delivering its first rate cut in over four years in February, the new-look RBA announced a second cut on ...

At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change ...

Event date: Thursday, 31 July 2025 • Venue: Sofitel Wentworth, Sydney • Welcome reception: 6:30pm AEST • Official start: 7:00pm • Dress: Black tie The second annual Australian Wealth Management Awards ...

Two Australian small-cap asset managers have announced they are seeking to merge the businesses. Monash Investors has announced it will be acquired by DMX Asset Management and it will sit within the ...

Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles. Clifford, who has worked at Platinum for 31 years and is a ...

Count Gold Coast has entered into binding agreements to acquire clients of two accounting businesses, providing new opportunities for its financial advisers. The Queensland-based equity partner – ...

ASIC has obtained interim orders from the Federal Court to freeze the assets of a managed fund in order to protect investor funds during an ongoing investigation. The court froze the assets of Shield ...

A new Sydney wealth manager for high-net-worth individuals (HNWIs) has launched, formed from a buyout of multiple operational aspects of Pitcher Partners’ wealth management arm and run by experienced ...

South Australian financial advice firm Calder Wealth Management (CWM) has announced a strategic partnership with a risk advice firm. CWM has formed a strategic partnership with risk advice firm Life ...

ASIC has warned Australian retail investors there “will be product failures” in the private credit space as the assets are untested for a large-scale stress event, but has stopped short of ...

AMP has announced it will be selling its advice licensees and self-licensed offering Jigsaw for $10.2 million. Entireti, which was formed as a parent company of Fortnum Private Wealth and Professional ...

There’s room for improvement with advice documents, advisers say, that could save time and effort while enhancing consumer comprehension. For the amount of effort that went into the work, there seemed ...