PE driving wealth M&A
Private equity has become the dominant factor in underwriting mergers and acquisitions activity across the wealth management sector.
2 April 2025
The number of financial advice micro-licensees has been growing but they still only account for about a third of advisers.
The development of ‘advice platforms’ has been predicted as a means of advice groups driving better deals from fund managers and platforms.
Off the back of its newly announced revised business model, Infocus has appointed two executives to support its refreshed service offering.
Superannuation funds say they are concerned about the impact of the CSLR levy on financial advisers but don’t want to contribute to the cost.
The SMSF Association has pointed to the Govt’s failure to use the Budget to scotch policy around the taxation of unrealised capital gains.
HeirWealth has “natively integrated” Macquarie’s Wrap and Cash Management Accounts into its wealth registry platform.
ASIC budgeted over $90,000 to cater to around 82 of its executives as its annual Leadership Forum, up from the $81,000 it spent last year.
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