NEWS

The prospect of a takeover of Insignia Financial still remains up in the air as remaining bidder CC Capital bides its time on making a final offer....

With US$1.5 trillion in private credit expected to be held by wealthy clients by 2029, a report has explored the best ways asset managers can take advantage of this trend...

Adviser losses look to be slowing down after the EOFY, with FY26 adviser gains now almost balancing out the losses from the previous financial year. ...

In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford dive into the week's top news, from investors remaining blasé about tariff ...

The government has opened a consultation on sustainable investment product labelling by fund managers to help advisers make informed decisions on investing responsibly....

Global asset manager Robeco has expanded its Australian fund management team with an equity appointment....

Platform-based superannuation funds are beating out industry fund models when it comes to adviser satisfaction, with service quality playing a key role in advisers’ decis...

As fixed income markets evolve, advisers are questioning how to deliver consistent income, manage downside risk, and diversify exposures, all while navigating an uncertai...

With millions of Australians rushing towards retirement, CPA Australia said urgent action is needed to bolster the financial advice profession before it becomes an “irrev...

Investment strategies must adapt to an ageing population, believes T. Rowe Price’s Cassandra Crowe, or individuals will risk outliving their retirement savings. ...

ASIC has issued infringement notices to two AFSLs over financial advisers providing personal advice while they were unregistered....

Retailisation of private markets such as evergreen funds may seem like appealing options for wholesale and retail investors, but providers risk undermining trust if their...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 4 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

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....

1 week ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 5 days ago
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