The proportion of advisers working at a privately owned licensee rose to 78 per cent in the fourth quarter of 2024 as over 1,000 advisers left a diversified firm. ...

The departure of Gerald Stack from Magellan could lead to redemptions as high as $8 billion, according to Morningstar, given the majority of assets in his infrastructure ...

Perennial Partners and Dexus have both made senior appointments to their fund management teams as they evolve their businesses. ...

Sequoia has gained a new shareholder after the Australian Wealth Advisers Group took a substantial stake, stating it sees the advice licensee’s shares trading at a deep d...

Fidante has expanded its affiliate manager range with a strategic partnership with global long-short manager System Capital. ...

Over 250 sustainable funds globally changed their names or dropped key ESG terms during 2024 amid regulatory greenwashing fears, according to Morningstar data....

A former Perth financial adviser has pleaded guilty in court to stealing $1 million from his clients for his own benefit....

Contrary to expectations that Dixon Advisory would form the bulk of CSLR compensation, around three-quarters of the sum for FY26 relates to United Global Capital. ...

Wealth management technology provider Bravura could be the next potential target for private equity firms, with commentators identifying how CEO Andrew Russell has enacte...

FSC chief executive, Blake Briggs, believes the regulatory pendulum has “swung too far” over the last decade when it comes to financial advice, and it is appropriate to r...