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| | | ... On the contrary, WT Financial Group saw five advisers departed this week, with three joining Centrepoint Group's Alliance Wealth, one remaining with Choice Financial Advisors and one departure. The group is now down 22 advisers over the past four ... |
| | | | Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency. Aperio, which has advised families, business owners and young ... |
| | | | Federated Hermes has entered a strategic alliance with Singapore based Conduit Digital Holdings to launch a regulated tokenised money market fund distribution structure across the Asia Pacific (APAC) region, including Australia. Under the arrangement ... |
| | | | Centrepoint Alliance will acquire a 51% controlling stake in Queensland-based financial advice business SEQ Advice Group Pty Limited (SEQ), with the deal expected to initially contribute about $600,000 in annualised EBITDA. The acquisition forms part ... |
| | | | AllianceBernstein (AB) has launched an active emerging market ETF on TMX Australia, expanding its local exchange traded offering and giving investors access to it Strategic Core equities strategy. The AB Emerging Markets Strategic Core Equities Funds- ... |
| | | | Centrepoint Alliance has reported positive FY26 results, reflecting growth across all sectors of the business. Centrepoint Alliance lifted normalised EBITDA by 16% to $12.3 million in FY26, with the financial advice services provider also improving ... |
| | | | ... in assets under management. Earlier in his career he held global equities research and portfolio management roles at Alliance Trust, Nomura Asset Management and Exane BNP Paribas across London and Paris. Tom King, Nanuk's chief investment officer ... |
| | | | ... Advisers, Segal Marco Advisers and Lane Clark and Peacock (LCP) have decided to bring their Global Investment Research Alliance (GIRA) to a close, after 13 years of partnership. Established in 2013 between Frontier Advisors and Segal Rogerscasey, which ... |
| | | | Entireti has named a former chief executive of Perpetual as chair of its board. Geoff Lloyd will replace Ray Miles who has served as chair since 2009 and will remain on the board as a non-executive director. Lloyd previously served as chief executive ... |
| | | | MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb. Based in Melbourne, Greg Wilkinson has joined as head of investment management while ... |
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