FMD acquires two fin planning firmsBY LINDA HAUSKEN | THURSDAY, 30 AUG 2012 11:45AMMelbourne based independently owned financial planning practice FMD Financial has acquired Investwell Financial Planning and Financial Lifestyle Managers, adding over $160 million of funds under advice (FUA) to the firm.
Related News |
Editor's Choice
Antipodes acquires boutique manager
Antipodes has acquired a fund manager specialising in Asian equity and fixed income strategies that has about $170 million in assets under management.
The funds delivering up to 30% returns: Mercer
Mercer released its investment performance charts, revealing the top 10 funds delivering massive returns.
ClearBridge launches first local global equity fund
ClearBridge Investments has launched its first global equity strategy in Australia as it looks to introduce more in the future.
Plenary Group sells 49% stake to ADQ
Abu Dhabi sovereign wealth fund ADQ has acquired a 49% stake in Plenary Group as it marks its first investment in an Australian company.
Videos
Brought to you by ![]()
Further Reading
 Sponsored by | Where do advisers invest their time?The stage 3 tax cuts have sparked discussions on bracket creep. Implementing a tax-effective investment strategy is crucial now more than ever. |
 Sponsored by | Quality and Yield. A Powerful combination.With central bank rates seemingly peaked, investors are not awaiting yield increases. We're bucking the trend with investment rates at decadal highs |
 Sponsored by | Why it could be a good time to be a growth contrarianGrowth-style companies are in vogue, but you may need to think outside the box to ensure you don't overpay. |
Products
Expert Feed
Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
The role of AI in financial planning: Insights from the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.
The end of free money
With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...
Featured Profile
Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
BRIGHTER SUPER
Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.
Download the app Premium subscribers can access even more content from Financial Standard. |  |
