NEWS

National licensee Capstone Financial Planning has welcomed an executive manager for growth and development, while wealth manager Cameron Harrison has brought a new chair ...

With the Selfwealth acquisition under its belt, APAC investment platform Syfe has shared how it is investing in a hybrid financial advice model to target mass affluent Au...

Advice practices with up-to-date business plans are twice as likely to achieve high profitability, according to Adviser Ratings, but getting stuck in development mode can...

The $13 billion ethical investment manager has named its new head of equities, who previously spent 12 years at Perpetual....

Magellan Financial Group has reported a consecutive monthly AUM increase for only the second time in the FY24–25 financial year. ...

Wealth management is facing a “fundamental transformation” as 81 per cent of next-gen inheritors have said they will likely switch away from their parents’ wealth manager...

Reacting to ASIC’s public and private markets discussion paper, research houses BondAdviser and SQM Research have detailed how they believe investors can be better protec...

Stockspot data has uncovered the top Australian suburbs boasting the greatest percentage of sustainable investors for financial advisers targeting these clients....

Netwealth’s chair Tim Antonie is set to depart after a decade spent on the board, with the firm naming his successor who will take up the position this September....

Schroders has listed an active ETF version of the Global Core Fund while making fee and distribution changes to its existing Real Return Active ETF in response to investo...

Acadian Asset Management has launched an emerging markets equity fund for wholesale investors and intends to add it to platforms in due course....

The days of financial advisers being “all things to all people” are behind us, according to this founder, as the cost to serve passes $4,000....

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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 1 day ago

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

3 weeks 1 day 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 6 days ago
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