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| | | Financial advisers are struggling with inefficiencies in data and implementations that are hindering advice accessibility, growth, and profitability. Early data from the Elemnta-Marshan Consulting 2025 Adviser Efficiency Analysis report highlights three ... |
| | | | Managed accounts firm Evidentia Group will acquire practice management advisory firm Encore Advisory Group. The partnership will deepen Evidentia's business consulting capabilities, it said. Encore has over 20 years of experience in supporting financial ... |
| | | | Cromwell Property will acquire a 19.9% stake in the industrial portfolio of Straits Real Estate, a wholly owned subsidiary of Straits Trading, for a total consideration of $47.6 million. This marks a step forward in Cromwell's strategy to grow its investment ... |
| | | | Wealthy families are doubling down on private investments rather than dialing back, according to the latest Principal Discussions released by JP Morgan. JP Morgan interviewed 111 billionaire principals, working with the world's wealthiest families globally ... |
| | | | Milford Australia has launched two new actively managed funds, including a fixed income strategy in response to growing adviser demand for more liquid, transparent credit solutions. Both the Corporate Bond Plus Fund and the Australian Active 100 Fund ... |
| | | | TAL is collaborating with SANE, a digital mental healthcare platform for eligible super fund members dealing with mental health issues. The collaboration combines SANE's expertise and its clinical and lived experience insights, with TAL's investment ... |
| | | | Uniting Financial Services (UFS) has appointed Ross Smith to the position of chief executive. He assumes the role from acting chief executive John McComb, who will continue as chief risk officer. Smith brings a wealth of experience in financial services ... |
| | | | QIC has agreed to acquire 19.9% of AGL Energy's 20% minority stake in Tilt Renewables, moving to 99.9% ownership of Australia's largest operating wind platform, for $750 million. The transaction consolidates Tilt Renewables' long-term Australian shareholder ... |
| | | | As HESTA and Vision Super move to divest members' money from Israeli bonds and shares, other superannuation funds' ethical options continue to overlook human rights abuses. HESTA confirmed the move, saying that as part of its investment strategy ... |
| | | | Bell Financial Group (BFG) has appointed its first chief investment officer, picking someone who recently finished up at Clime Investment Management. Will Riggall is the new investments chief, having ended his tenure at Clime in June after more than ... |
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