David Bird - Financial Planner (Coach Investments Pty Ltd)

One in three investors to boost private credit holdings: Survey

23 January 2025, 12:03pm

According to a new study, more than one in three investors are planning to increase their allocation to private credit this year. Read more

Research digs into HNW investment preferences

14 January 2025, 12:25pm

According to new research from Praemium, high-net-worth (HNW) investors with stronger balances are typically tipping more into alternatives. Read more

Dixon Advisory clients should be heard at Senate inquiry: Anderson

13 January 2025, 12:34pm

Financial Advice Association Australia (FAAA) general manager of policy, advocacy, and standards Phil Anderson has urged the Senate Committee inquiry into Dixon Advisory to hear from ex-clients. Read more

WA financial planning firm acquired by US insurance broker

13 January 2025, 12:09pm

Global insurance broker Arthur J. Gallagher & Co has acquired Western Australia-based Wealth Management Partners (WMP), with the entire WMP team to remain under Arthur J. Gallagher's direction moving ... Read more

Adviser number growth shoots?

10 January 2025, 12:56pm

The number of advisers that have exited the industry over the past four or five years appears to have plateaued, albeit another decline in 2023, last year's figures suggest that the losses have stabilised ... Read more