ASIC has confirmed the industry funding levy for the 2024–25 financial year and how much licensees can expect to pay. According to its annual Cost Recovery Implementation Statement (CRIS), ASIC said ...

DASH declined to comment on what the capital raising would be used for or how much it is. David Kirk, Bailador co-founder and managing partner, said: “DASH has made very pleasing progress since we ...

Rob Coombe, GDG chairman, said: “I am delighted to welcome Peter to GDG’s board and look forward to his wealth of experience and expertise complementing the company’s strategic objectives.” Last year, ...

“For many high-net-worth investors, a 10–20 per cent illiquidity bucket may be appropriate given their wealth, income and cash flow needs. Once the adviser has determined the illiquidity bucket, they ...

With LGT Crestone completing its acquisition of CBA’s advice firm, Money Management details the M&A activities of the second quarter so far. LGT Crestone confirmed this week that it had completed the ...

La Trobe Financial has announced the launch of an ASX-listed private credit fund, offering a new funding avenue for the firm. The La Trobe Private Credit Fund (ASX: LF1) aims to raise between $100 ...

Hedge fund manager Minotaur Capital is taking an AI-led approach to sourcing investment opportunities, comparing the adoption of AI to that of Microsoft Excel in the 1990s. Speaking at the ...

Generation Life sees advisers as critical to the launch of its new longevity products, as it enters a strategic alliance with BlackRock. Earlier this month, the firm announced it had formed a ...

Betashares and Global X have announced they will both be launching new products focused on defined income and Chinese equities, respectively. Global X has announced it will launch the Global X China ...

“The merger represents an important development for Count Adelaide, with the combined business approaching $10 million in revenues, up substantially from $2.8 million in financial year 2023,” the ASX ...

WT Financial’s new entity with Merchant Wealth Partners, Investco, has entered into a heads of agreement to merge three financial advice firms. It was announced last week that WT Financial had entered ...

Sam Phillips, Reach Alts’ chief executive, said the private markets specialist was excited to announce its partnership with Russell Investments. “This partnership strengthens our offering to wholesale ...