Recruiters are finding the toughest roles in financial advice to fill are at the upper and lower ends of the spectrum, with ...

Insignia Financial has received another non-binding bid from a US-based private equity firm – this time by CC Capital – for a ...

Engage Financial Solutions has announced the launch of partner firm Engage Practice Management, which will be led by former Profile Financial Services CEO Lena Ridley. The firm will provide expert ...

As part of the superannuation in retirement consultation launched last December, Treasury floated the idea of expanding the test, among other potential solutions to improving retirement outcomes.

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas. We acknowledge the Traditional ...

ASX-listed Insignia Financial has rejected the non-binding $2.7 billion offer from Bain Capital, saying the bid “does not adequately represent fair value” for shareholders. Bain offered $4 per share ...

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas. We acknowledge the Traditional ...

Private equity firm Adamantem Capital has entered into a binding agreement to acquire wealth platform Mason Stevens. Adamantem is a Sydney-based private equity firm established in 2016 with more than ...

The managed account space needs a standardised method of assessment to prevent underperformance, the Professional Planner Researcher Forum has heard. David Bell, executive director of The Conexus ...

This article was produced in partnership with First Sentier Investors. Gearing has long been a popular wealth creation tool. Investors are especially attracted to leveraged managed funds which can ...

The government has reappointed 24 members to the Financial Services and Credit Panel for a three-year period, commencing 1 January 2025. The FSCP was established within ASIC by the Financial Sector ...

Super fund REST has appointed two general managers to lead its workplace culture and employee experience development. Amy Matthews has been appointed general manager, organisational capability and ...