At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change ...

Held over one day, the summit will bring together senior investment professionals, asset consultants, economists, and advisers to explore how alternative investments – from private equity and real ...

After the inaugural Women in Finance Summit sold out in record time in 2023, we’re back for 2024 with a bigger and better program providing women in financial services in Australia with a platform to ...

“For many high-net-worth investors, a 10–20 per cent illiquidity bucket may be appropriate given their wealth, income and cash flow needs. Once the adviser has determined the illiquidity bucket, they ...

Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with Adamantem Capital. Based in Sydney, private equity firm Adamantem manages over $2 billion in assets ...

In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to explore the major global and domestic forces shaping investment markets in 2025, from ongoing ...

“The correlation between revenue and profitability is particularly stark. Among practices generating less than $250,000 annually, 58 per cent report no profit whatsoever. In contrast, practices with ...

Since then, several of the firm’s staff have moved over to LGT Crestone, including investment advisers Chris Quigley, Steven de Bolfo, and Amelia Kelaher who joined LGT Crestone from Escala last year.

Further details on the government’s next package of advice reforms have been announced. The advice profession has scored a victory with the government’s latest announcement, allowing licensees to ...

Ben Calder, managing director of CWM, said: “Life insurance advice is a complex and highly specialised area that continues to be underrepresented in Australia. We’ve provided insurance advice for over ...

Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles. Clifford, who has worked at Platinum for 31 years and is a ...

Stockspot data has uncovered the top Australian suburbs boasting the greatest percentage of sustainable investors for financial advisers targeting these clients. Assessing 2,000 of its clients ...