NEWS

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...

Financial advice technology provider Padua Solutions has entered into a strategic investment and partnership to build an integration between advisers and mortgage brokers...

Financial advice practices may be hiring younger or professional year advisers as a succession option, but they may find they are unable to put up the capital if the advi...

Any changes to product labelling for sustainable funds must be applied consistently across investor channels, including those used by financial advisers, according to RIA...

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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 3 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....

5 days 5 hours ago

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

2 weeks 5 days 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 3 days ago
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