Sovereign Plus joins HLB Mann Judd WA

From

Perth-based financial adviser Sovereign Plus has joined the local wealth management arm of accountants and advisers HLB Mann Judd to form a new and significant wealth management service in WA.... Read more continue reading

Payment giants Ezidebit and eWAY join forces to launch the eWAY Accelerator

From

Australia’s largest e-commerce merchant and payment solutions platforms Ezidebit and eWAY are delivering another innovative product tomorrow when they launch the eWAY Accelerator, a FinTech solution which challenges the banks... Read more continue reading

AMP Capital Diversified Infrastructure Trust ranked best in the world for ESG

From

AMP Capital’s Diversified Infrastructure Trust (ADIT) has been ranked by GRESB Infrastructure as the number one infrastructure fund globally for its environmental, social and governance (ESG) performance. GRESB is an... Read more continue reading

InterPrac accolades and success underpinned by internal culture of service & staying relevant to advisers

From

Melbourne based MD Financial Planning P/L principal Mary De Angelis and Sydney headquartered Capitaleyes Financial Planning P/L principal Charbel Fahd are not surprised InterPrac Financial Planning (InterPrac) will end 2016... Read more continue reading

Vanguard Australia announces executive team changes

From

Vanguard Australia has announced changes to its executive team, as two senior leaders will take on new roles based at the company’s U.S. headquarters. Michael Lovett, Head of Distribution in... Read more continue reading

Global infrastructure: a $US60 trillion opportunity for investors

From

Listed infrastructure offers real potential for investors looking for long-term, defensive investments with an attractive yield, and the opportunity will expand rapidly over coming decades, says Greg Goodsell of 4D... Read more continue reading

Advisers welcome new package designed to boost client engagement, satisfaction and revenue

From

Leading personal financial management (PFM) software provider Moneysoft has launched a complete package of resources and tools to help financial advisers introduce an effective, profitable budgeting and cashflow management service... Read more continue reading

Equity markets to recover after the US Presidential Election result: Instreet

From

George Lucas, managing director Instreet Investment, says Asian markets will be the first to react to the US Presidential election result, although they may close before a result is known... Read more continue reading

Canadian wealth management firm CI Financial acquires majority stake in Grant Samuel Funds Management

From

CI Financial Corp. (CI) has agreed to purchase an 80 per cent stake in Grant Samuel Funds Management (GSFM). The transaction is expected to close on or about 15 November... Read more continue reading

Former Hillross practice joins Fortnum

From

Boutique advisory firm Cardena Private Wealth, formerly trading as Arrive Wealth Management Sydney, has joined non-institutionally owned licensee Fortnum Financial Advisers, signalling an exciting new era in the practice’s growth... Read more continue reading