Evidentia Group, a wholly owned subsidiary of Generation Development Group (GDG), has entered into a binding agreement to acquire Encore Advisory Group. Founded in 2002, Encore is an Australian ...
The Financial Advice Association Australia (FAAA) has implored advisers to reevaluate their exposure to AML/CTF obligations ahead of new reforms that will expand their compliance requirements ...
While stock trading volumes increased significantly over October, according to AUSIEX’s monthly report, advised investors in particular saw a 22 per cent month-on-month jump. The monthly statistics ...
ASIC has released a new regulatory guide for exchange-traded products (ETPs), including ETFs, on the back of significant growth in the market. Investments in Australian ETFs reached $200 billion in ...
Financial services software firm Iress has unveiled a new business efficiency program with the aim of permanently lifting its profit margin as the business enters a leaner, growth-focused phase. The ...
Venue: Hyatt Regency, Sydney • Registration opens: 8:00am AEDT • Official start: 9:00am • Dress: Business Entering its third year, the Women in Finance Summit is an established movement providing ...
Event date: Friday, 14 November 2025 Venue: Hyatt Regency Sydney Welcome reception: 6:30pm AEDT Official start: 7:00pm Dress: Black tie This national awards program was designed to recognise and ...
Platform HUB24 has launched a client reporting solution to improve adviser reporting across custody and non-custody assets. The firm said it understood many advisers still manually report on ...
ASIC has filed proceedings in the NSW Supreme Court that claim Fortnum Private Wealth failed to meet its AFSL obligations due to inadequate policies, frameworks, systems and controls in place to deal ...
Generation Development Group (GDG) is to acquire 100 per cent of Evidentia Group to create a managed account provider with over $25 billion in funds under management (FUM). Evidentia was launched in ...
Adviser Ratings’ wealth data and sentiment business ARdata announced its completed acquisition of investment and superannuation system ProductRex. With ARdata taking full ownership of the platform, ...
The proportion of millionaires to the Australian adult population is 10 per cent, which is set to grow by over 20 per cent by 2028. According to the UBS Global Wealth Report 2024, one in 10 ...