The holistic advice firm has reached the final stage of its Ironbark Asset Management merger as its managing director, David Stephen, discusses the firm’s future growth strategy with Money Management.

Sequoia has announced plans to boost growth by acquiring sub-scale licensees, noting only 2 per cent of AFSLs have more than 100 advisers.

With bonds offering the most attractive yields in nearly 15 years, Western Asset shares why this could be an ideal time for investors to reconsider their allocations to fixed income.

With Count’s acquisition of Diverger set to reach completion in February 2024, rival bidder COG Financial Services has withdrawn its “superior proposal” made last month.

HUB24 has unveiled the features of its low balance Discover product and the managers it is working with on managed portfolios.

Policy and advocacy specialist Benjamin Marshan has left the Council of Australian Life Insurers after less than a year, having joined in March from the Financial Planning Association of Australia.

Global fund managers have made their biggest shift into bonds since the global financial crisis as interest rates are expected to stay higher for longer.

With the sweeping superannuation reforms on 1 July 2017, there has been a slew of new terminology and thresholds to contend with, and this has understandably led to some confusion, writes Chris Chow.