Principal Asset Management has appointed a new director of distribution in Australia to expand its reach in the domestic wholesale market....
Magellan executive chair Andrew Formica has shared further details on the strategic acquisition of a minority stake in Vinva and the growth opportunity it presents....
The Financial Advice Association Australia has met with Minister for Financial Services, Stephen Jones, to discuss their concerns about the escalating costs of the Compen...
GQG Partners has reported a 67 per cent year-on-year increase in Australian wholesale net flows to its funds as it announces its half-year results....
A dispute between Sequoia Financial Group and individual Tim McGowen has reached a conclusion, following a problematic acquisition of three companies....
Clime Investment Management believes its FY25 operating costs will be “substantially lower” after identifying $1 million per annum in cost savings from the Madison divest...
The former head of Australia wealth at PGIM has taken up a new role as an investment specialist at Lazard Asset Management. ...
Magellan has seen its statutory net profit after tax rise by almost a third in FY24, as it announces a minority stake acquisition in a $22 billion investment manager. ...
Financial advice licensee Fiducian has shared its FY24 results, reporting consistent net inflows of $281 million from its adviser network....
WT Financial managing director Keith Cullen believes it is “halcyon days ahead” for financial advice as it completes a four-year period of M&A activity, with the licensee...


BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...