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While technology is seen by many as the key to solving efficiency challenges for advisers, a consultancy head has argued that advisers themselves are contributing to this...
Findings from Russell Investments has shown clients are struggling to understand fee structures when receiving advice, even if the advisers believe they are transparent....
AMP’s advice platform has unveiled a low-fee investment menu aimed at expanding advisers’ client base by targeting individuals with less complex needs, in response to adv...
ASIC has banned a former financial adviser for his role in encouraging clients to invest their retirement money in the Global Capital Property Fund, run by United Global ...
“Challenging flow patterns” at J O Hambro Capital Management have led to $16.2 billion in asset management outflows for Perpetual in FY25, as its CEO admits the firm can ...
With reporting season concluded for another financial year, Money Management rounds up the result of Australia’s listed advice licensees and where they are looking to in ...
Having acquired Evidentia with the goal of building out its managed accounts division, GDG has reported a 49 per cent rise in managed account funds under management in FY...
Income Asset Management is set to launch two managed accounts of investment grade assets and syndicated loans in FY26, responding to adviser demand....
Pengana Capital Group has detailed the impact of its move into private credit, with chief executive Russel Pillemer describing plans to “become a force in the non-institu...
Investment partnership firm Perennial Partners has entered a binding agreement to partner in the development of Ziller Funds Management led by former Maple-Brown Abbott d...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
Australian Ethical’s funds under management grew by 34 per cent in FY25, but its newly acquired Altius business saw $71 million of outflows....
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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...