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MM Newsletter
15 Aug 2024
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Latest News
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Financial planning
AZ NGA ‘seizes the day’ with AMP deal

AZ NGA’s Paul Barrett unpacks why the firm is the right home for 16 AMP-aligned advice practices and how its M&A history will facilitate the long-term growth ambitions of each business.

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Financial planning
‘Halcyon days ahead’ for advice profession

WT Financial managing director Keith Cullen believes it is “halcyon days ahead” for financial advice as it completes a four-year period of M&A activity, with the licensee now looking inward at organic growth.

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Promoted Content
Free e-book: Portfolio Construction Guide 2025

Download Money Management’s Portfolio Construction Guide 2025 to explore and demystify five asset classes that will assist advisers in enhancing portfolio construction strategies.

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Financial planning
Melbourne advice firm enters liquidation

A Melbourne financial advice firm has been put into liquidation by the Federal Court, and an appeal against its AFSL cancellation has been dismissed.

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Financial planning
BT and Preqin respond to adviser demand for private markets

Wealth management platform BT and alternative markets data provider Preqin have teamed up to provide financial advisers with greater education and transparency on private markets.

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Financial planning
JANA extends SMA offering to Melbourne
advice practice

JANA Investment Advisers has announced it will deliver tailored managed account services to a self-licensed advice firm in Melbourne to meet its diverse client needs.

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Financial planning
Bravura returns to profitability after cost-out restructure

The Bravura cost-out restructure has been achieved with lower costs and faster time than initially expected, CEO Andrew Russell said, allowing the business to return to profitability.

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Expert Analysis
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Expert Analysis
Exploring the role of private equity in today’s investment scenario

Private equity represents a vital cog in any economy and these funds can unlock considerable value in private companies and lead to strong investment returns, writes Tony Davidow.

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