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WT Financial has announced its second “Hubco” with a combined valuation of $7.8 million, while its first one has successfully incorporated and is now making its own acquisitions.
Remediation and litigation costs have led AMP to announce a reduced statutory net profit after tax of $98 million for the first half of 2025.
Global X has come out fighting in the race to the bottom for ETF fees with an Australian equity ETF offering fees of just 0.04 per cent per annum, less than half those of the $20 billion Vanguard ...
The Australian Wealth Advisors Group has entered into a joint venture with a Melbourne financial services firm to launch a wealth manager.
Stakeholders in the professional year discussion underscore the challenges in the current pipeline and what is holding back licensees from taking on new candidates.
With LGT Crestone completing its acquisition of CBA’s advice firm this week, advice deals in the second quarter of 2025 are already outpacing the previous one with one month still to go.
With active ETFs becoming the latest choice as fund managers target the retail audience, their high fees may be a detractor as research finds investors are shunning those priced any higher than 50 bps ...
The rise of private credit funds is giving research houses cause for concern about their viability for retail and wholesale investors and necessitating changes to their research process.
Two commentators have shared why cultural alignment can be the biggest deal breaker when it comes to advice M&A and how to ensure a successful fit.
In conjunction with the accounting associations, the FAAA has released a comprehensive guide breaking down what advisers need to know about tax deductibility of advice fees for their clients.
A former director has pleaded guilty to providing financial product advice without holding an AFSL which saw almost $2 million transferred to him.
Private Wealth Advantage is a self-directed investment option for wholesale investors informed by insights from JPMAM, cementing its strategic alliance with Commonwealth Private.