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Platinum Asset Management has reported its second-highest monthly outflows for 2025 with more expected later this year, thanks to a major client redemption....
Global investment manager BlackRock has signed an agreement to manage $121 billion for Citi Wealth clients in almost 100 countries, the latest development in its wealth m...
Colonial First State has launched a small-cap fund with Wellington Management, its third fund with the US investment manager....
Private wealth manager Escala Partners has shared the difficult conversations that advisers need to have with their clients as strong sharemarkets prompt a portfolio reba...
As the 1 January 2026 education deadline looms, the FAAA is predicting as many as 1,000 advisers could exit the profession, triggering a significant experience loss for t...
Pacific Current Group is to lose its chief financial officer and non-executive director, prompting the asset manager to consider a board restructure. ...
Northern Trust Asset Management has promoted co-chief investment officer Michael Hunstad to president....
AMP has made an internal promotion to head of business development for wealth distribution, as chief executive Alexis George has said the firm is doubling down on its BDM...
A Supreme Court of Western Australia jury has issued its verdict regarding unregistered MIS operator Chris Marco, who was on trial for 43 fraud charges, with ASIC stating...
Investment Trends has revealed Australian advisers are increasingly turning to ETFs to provide portfolio diversification, while new inflows for unlisted managed accounts ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
Private wealth firm Escala Partners has appointed an investment specialist to broaden its focus on alternative funds, having launched a dedicated alternatives platform in...
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Podcast
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...