Financial Advisory

Is the Financial Adviser Industry Growing in Australia in 2025?
Capital, Risk & Assets Is the Financial Adviser Industry Growing in Australia in 2025?

The financial advising landscape in Australia is witnessing notable changes in 2025, reflecting a dynamic and evolving industry. According to data from Wealth Data, the Financial Adviser Register has seen an increase of 97 advisers for the calendar year to date as of February 27, 2025. What sets

February 28, 2025
AI and Data Revolutionizing Personalization in Wealth Management
Capital, Risk & Assets AI and Data Revolutionizing Personalization in Wealth Management

The wealth management industry is undergoing a significant transformation driven by advancements in AI and data analytics. These digital solutions are enhancing client experiences and equipping Relationship Managers (RMs) with sophisticated tools to deliver personalized and valuable financial

February 28, 2025
Who Is Pat Hynes, the New President of Prudential Advisors?
Capital, Risk & Assets Who Is Pat Hynes, the New President of Prudential Advisors?

Prudential Financial has made a significant leadership change with the recent appointment of Pat Hynes as President of Prudential Advisors, effective March 31, 2025. This new role places Hynes at the helm of Prudential Financial, Inc.'s retail and advice division, which encompasses a network

February 27, 2025
Bourgeon Capital's Key Stocks and Strategies for Long-Term Growth
Capital, Risk & Assets Bourgeon Capital's Key Stocks and Strategies for Long-Term Growth

Founded in 1999 by John Aniblo Zaro, Bourgeon Capital Management, LLC has firmly positioned itself as a leading investment advisory firm, specializing in actively managed separate accounts with portfolios primarily consisting of stocks and bonds. Situated in Darien, Connecticut, Bourgeon Capital

February 26, 2025
Great Gray's Strategic Acquisition of RPAG Signals Industry Consolidation
Capital, Risk & Assets Great Gray's Strategic Acquisition of RPAG Signals Industry Consolidation

The recent acquisition of RPAG by Great Gray marks a significant shift within the Retirement Plan Advisor (RPA) industry and appears to symbolize a broader trend of industry consolidation. This strategic move, facilitated by Madison Dearborn Partners, unites two influential entities under one

February 25, 2025
How Does Australasia Financial Services Achieve Client Satisfaction?
Capital, Risk & Assets How Does Australasia Financial Services Achieve Client Satisfaction?

Australasia Financial Services Pty Ltd, an eminent leader in the investment advisory industry, proudly celebrates its 12th anniversary with an impressive track record. Established in April 2013, the company has earned consistent praise for its exceptional service and deep industry expertise. It has

February 24, 2025
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