Apt Wealth is bucking the trend of private equity investment in advice businesses and is instead looking to build equity partnerships within the firm as it continues to scale. “You sit around the ...
ASX-listed licensee owner Fiducian Group has been given a speeding ticket by the exchange following a share price drop after the group didn’t disclose increased superannuation license conditions to ...
Fiducian says its investment governance framework has avoided high-risk products like Shield and First Guardian from creeping ...
Only three industry funds have made Chant West’s list of 12 “adviser-ready” super funds, while the seven largest retail platform providers each received the seal of approval. The Adviser-Ready Fund ...
ASX-listed Count will acquire financial advice firm Oracle Group for $72.2 million, adding 22 advisers to its employed advice channel. Count announced to the ASX that the valuation is based on a 7.2 ...
The principles of high-performance leadership – whether in business or sport – remain remarkably consistent and include the ...
Sequoia Financial Group will delay the payment of a dividend to shareholders while finalising the sale of InterPrac Financial Planning. The company told the ASX that the delay is pending notification ...