Private equity firm Adamantem Capital has entered into a binding agreement to acquire wealth platform Mason Stevens. Adamantem is a Sydney-based private equity firm established in 2016 with more than ...

The median growth option in super funds are on track to finish the 2024 calendar year with an 11 per cent gain, according to the latest estimate from research house Chant West. With less than two ...

Engage Financial Solutions has announced the launch of partner firm Engage Practice Management, which will be led by former Profile Financial Services CEO Lena Ridley. The firm will provide expert ...

As part of the superannuation in retirement consultation launched last December, Treasury floated the idea of expanding the test, among other potential solutions to improving retirement outcomes.

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas. We acknowledge the Traditional ...

The government has established the Regulatory Initiatives Grid, aiming to better streamline and coordinate regulation in the financial sector to help build a more competitive, dynamic and productive ...

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas. We acknowledge the Traditional ...

The managed account space needs a standardised method of assessment to prevent underperformance, the Professional Planner Researcher Forum has heard. David Bell, executive director of The Conexus ...

ASX-listed Insignia Financial has rejected the non-binding $2.7 billion offer from Bain Capital, saying the bid “does not adequately represent fair value” for shareholders. Bain offered $4 per share ...

This article was produced in partnership with First Sentier Investors. Gearing has long been a popular wealth creation tool. Investors are especially attracted to leveraged managed funds which can ...

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas. We acknowledge the Traditional ...

Produced in partnership with HUB24. Improving productivity is a focal point in the professional advice ecosystem as the industry searches for a business model that can serve more clients while demand ...