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 ...
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 ...
This article was produced in partnership with Macquarie Asset Management. Consistent returns are the holy grail of investing, enabling investment managers to bolster portfolios in times of challenging ...
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 ...
Australian Retirement Trust has appointed Darryl Burke as its chief risk officer, effective from 17 March 2025. Burke most recently held the same role at Colonial First State, bringing over 25 years ...
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 ...
For years, investment bankers have whispered about the prospect of major offshore investors stepping in to pick on the bones of the carcasses left by the Hayne royal commission. Early indications are ...
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 Financial Advice Association has highlighted disappearing assets from the now defunct Libertas, which could have led to $1 million potentially being used to cover disputes directed towards the ...
Industry funds struggling to get to grips with increasingly complex new retirement income products should collaborate with the broader advice community for help in matching products to retiring ...
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 ...
She previously held a five year tenure as a Commissioner for ASIC is currently chair of the Superannuation Trustee Boards of Insignia Financial. Press has also been chief executive of The Myer Family ...