NEWS

Australian wealth manager Shaw and Partners has appointed a national head for its private wealth division, which has over 200 advisers and $40 billion in assets under man...

Private markets funds entering Australia led to increased ratings demand at Lonsec Research and Ratings in FY25, while Evidentia Group saw FUM approach $30 billion post-m...

Fixed income managers have shared how they are reacting to rising intermediary demand for bonds, and whether they are likely to expand their ranges into private credit. ...

Reviewing the results for FY25, Money Management explores which listed platforms have seen the strongest growth in funds under administration....

ASIC has permanently banned a Melbourne individual who illegally provided financial advice which led investors to deposit $374,000 into his bank accounts....

Departed advisers from wealth manager Escala Partners has significantly contributed to outflows of $251 million from Powerwrap for Praemium....

The Australian Financial Complaints Authority has received more than 100,000 complaints for the second year running, with investment and advice complaints rising 18 per c...

With the role of BDMs evolving, AMP chief executive Alexis George admitted the firm “didn’t spend enough time on selling” and a renewed focus on this division is successf...

ETF servicing provider Calastone has entered into an agreement to be acquired by SS&C Technologies in a $1.5 billion deal. ...

Highlighting the growing demand for active ETFs, global year-to-date inflows into the funds are 74 per cent higher than the same period in 2024 to stand at US$267 billion...

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

ASIC is suing advice business Fortnum Private Wealth, a subsidiary of Australia’s largest licensee Entireti, for alleged cyber security failures which led to client data ...

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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....

6 days 11 hours ago

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

2 weeks 6 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 4 days ago
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