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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Morningstar has hired William Anglingdarma as principal to lead the research house’s superannuation coverage. He previously worked as a research manager in Chant West’s superannuation research team.

Super fund REST has appointed two general managers to lead its workplace culture and employee experience development. Amy Matthews has been appointed general manager, organisational capability and ...

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 ...

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 reappointed 24 members to the Financial Services and Credit Panel for a three-year period, commencing 1 January 2025. The FSCP was established within ASIC by the Financial Sector ...

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 ...