Fitzpatricks Advice Partners and Entrepreneurs’ Organisation form strategic alliance

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National advice firm, Fitzpatricks Advice Partners, has entered a strategic alliance with the Sydney and Queensland chapters of global business support and networking organisation, Entrepreneurs’ Organisation (EO), as it seeks... Read more continue reading

Jamieson Coote Bonds appoints Vijay Murik to investment team

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Australia’s leading government bond manager, Jamieson Coote Bonds (JCB), has appointed Vijay Murik as Associate Director and Portfolio Manager/Strategist, further strengthening its fixed income investment capabilities in response to today’s... Read more continue reading

Forbes Fava Saville expands Melbourne advice network with acquisition of Financial Planit  

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Forbes Fava Financial Planning (FFFP) Senior Financial Planner and CEO Cameron Forbes has announced the acquisition of Melbourne-based financial planning business Financial Planit Pty Ltd. Located in the suburb of Bundoora, Financial Planit was... Read more continue reading

FNZ reaches record milestone of US$2 trillion in Assets on Platform

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FNZ, the global wealth management platform, has announced that it has reached a record milestone of US$2 trillion in Assets on Platform. This achievement reinforces FNZ’s leadership position in the... Read more continue reading

Canaccord Financial Group Australia to acquire Wilsons Advisory

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Canaccord Genuity Group Inc. (TSX:CF) (the “Company”) is pleased to announce that through its Australian operation, Canaccord Financial Group (Australia) Pty Limited (“Canaccord Genuity Australia”) it has finalized the terms... Read more continue reading

Fortitude Investment Partners expands team to drive growth

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Fortitude Investment Partners has bolstered its team with a series of specialist appointments as it prepares for the next phase of growth. The private equity manager has brought in talent... Read more continue reading

MLC Expand appoints industry powerhouse to lead the next generation of the platform’s design and delivery

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MLC Expand has announced the appointment of Heidi Press to the role of General Manager, Platform Development & Digital Experience. Heidi brings more than two decades of experience in wealth... Read more continue reading

Dimensional appoints Senior Investment Director to its Australia business

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Dimensional Fund Advisors, a global leader in asset management, has appointed Slava Platkov as Senior Investment Director within its Investment Solutions Group. For more than 40 years, Dimensional has been... Read more continue reading

Evidentia Group appoints chief risk and operating officer, completing executive leadership team

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Evidentia Group, Australia’s leading Managed Account provider, is pleased to announce the appointment of Jason Komadina as Chief Risk and Operating Officer (CROO), effective 22nd of August. This final appointment... Read more continue reading

Bridging the advice gap with technology increases flexibility for self-licensees, new research shows

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Amid ongoing debate by Australian legislators and regulators on the future of financial advice, including how to restore advisor numbers and meet the needs of a growing demographic nearing retirement,... Read more continue reading