Looking beyond ‘plugging the gaps’ with M&A; Where are advice firms finding new hires?

Asset managers may be urged to diversify their product ranges, but investment executives have warned any M&A deal should avoid simply filling gaps and instead consider long-term value creation.

With advice firms thinking about scaling up in 2025, research has detailed the main avenues financial advisers say they have used for successful recruitment.

Advisers make a valuable difference to their client’s retirement. As a registered adviser you can access our new Adviser Portal and dedicated support from our Advice Relationships team.

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equity firm.

The board of Insignia Financial has reached a decision regarding the possible acquisition of the firm by US private equity giant Bain Capital.

After seven years at the company, Iress’ chief technology officer for wealth management APAC, Anthony Gerrits, has departed as the firm commences a search process to fill the role.

Fund managers are entering 2025 with the most bullish sentiment since August 2021 and record high allocations to US equities, thanks to the incoming Trump administration.

For many investors, the promise of ESG investing has been evasive and confusion around the term has led to many investors becoming disillusioned with their portfolios, writes Tony Adams.