James Bolingbroke - Partner (Merlea Investments Pty Ltd)

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

Morgans Financial crowned largest licensee

8 January 2025, 12:39pm

Morgans Financial has toppled AMP Financial Planning (AMP FP) to become the licensee with the largest number of financial advisers. Read more