Private equity has become the dominant factor in underwriting mergers and acquisitions activity across the wealth management sector.
WT Financial group has looked to a JV with PE player Merchant to fund further growth across its financial planning network.
Financial advice is at an inflection point which will provide the opportunity for financial advisers to be at the top of the food chain.
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.
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