APRA has issued a letter to platform trustees to urgently improve their onboarding practices and monitoring to safeguard investments held on platforms, in light of First ...
GCQ Funds Management has appointed a distribution director to work with advisory groups, who joins from Ausbil Investment Management....
ASIC has enacted civil penalty proceedings against Fiducian Investment Management Services alleging it breached its duties as a responsible entity and engaged in misleadi...
High-net-worth advice firm Multiforte Financial Services is to merge with Sydney advice firm Lorica Partners as it proactively seeks succession for its staff and clients....
Money Management looks back on the biggest people moves in the fund management world over the last three months. ...
Shaw and Partners has reached $3 billion in funds under management on its separately managed account, and the firm is eager to expand the offering....
Wilson Asset Management has lost the bid to take over running the Platinum Capital listed investment company, with shareholders opting for L1 Capital instead....
Shadforth CEO Terry Dillon has told Money Management the time is right to pursue inorganic growth as it seeks to double in size by 2030 and acquires a Melbourne advice fi...
Colonial First State has appointed J.P. Morgan Asset Management to manage two global equity strategies run as multimanager single sector options. ...
Licensees have been urged by ASIC to ensure their advisers’ FAR records are updated, as ASIC’s latest estimates find more than 3,000 advisers could be unable to provide a...


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...