News

An Insignia quarter: How much have shares risen since first M&A bid?

Three months on from the first Insignia Financial bid from Bain Capital, what developments have taken place and how have the firm’s shareholders benefitted? ...

Financial planning

AFCA updates on FY26 fee rise

The Australian Financial Complaints Authority has shared how much its member fees will rise in the next financial year. ...

Financial planning

Greater ethics requirements contributing to lower fraud levels

Advisers may say they struggle to meet their ethics CPD requirements, but the learnings are paying off as research finds it has helped to reduce adviser misconduct and fi...

Financial planning

Lonsec to launch alts solution for HNW market

Lonsec Investment Solutions (LIS) is set to launch a new alternative asset investment solution for financial advisers and their high-net-worth (HNW) clients....

Financial planning

The key way for members to reduce their AFCA fees

AFCA chief executive, David Locke, has shared a key way for its financial services member firms to reduce the volume of fees paid to the organisation, which it says are “...

Financial planning

Wilsons Advisory digs into Perth’s mining scene

Financial advice firm Wilsons Advisory has opened up its first Perth office, as the firm seeks to offer specialist corporate advice to mining and resources companies in t...

Financial planning

Advisers divided in understanding of non-custody solutions

Non-custody solutions may be on the rise, especially among high-net-worth individuals, but there is a distinct divide in advisers’ understanding and knowledge of the prod...

Financial planning

The challenge to balance in-house views with client preferences

Wealth managers have said they are experiencing difficulties in aligning their company’s in-house views with the ever-increasing needs of clients, according to MSCI. ...

Funds management

Platinum outflows jump over 120% as co-CIOs step back

Outflows from Platinum Asset Management jumped from $160 million to $358 million in February as the firm announced the exit of its co-chief investment officers....

Funds management

ETF sector loses $2bn in February

ETF assets experienced a rare fall in February, with the sector losing more than $2 billion during the month, according to Betashares. ...

Financial planning

Advisers experiencing ‘champagne problem’ with pricing power

The financial advice industry is experiencing a “champagne problem” regarding pricing, with advice firms seeing no need to cut their prices to remain competitive. ...

Financial planning

BlackRock reflects on a decade of managed accounts

Marking a decade offering managed accounts in Australia, BlackRock has elaborated on the changes it has seen in their usage by financial advisers, with net client flows r...