NEWS

Nearly half of wealth managers across the globe say offering access to private market funds is integral to their growth plans, Natixis Investment Managers has uncovered....

Boutique fund manager and responsible investment specialist Pella Funds Management has expanded its offering by allowing direct access to investors in New Zealand for the...

The global alternative asset manager has welcomed an experienced distribution lead to its leadership team....

Advice licensee WT Financial has announced a 50/50 joint venture with the Australian subsidiary of a US financial advice investor....

Wealth managers will need to reach aggressive short-term goals to grow their assets under management, according to Natixis Investment Managers, but Asia-Pacific has the l...

With a rising number of licensees opting for bespoke managed accounts, a panel of experts has shared what firms need to know before going down the custom route....

ASIC has banned a Queensland adviser from providing financial services for five years after failing to provide appropriate advice that was in the best interest of his cli...

With increased M&A taking place in financial services, law firm Ashurst is witnessing an increase in expensive reverse break clauses as companies seek to ensure deals pro...

Netwealth research has uncovered the top reasons why advised clients stop seeing their financial adviser, despite clients’ perception of value growing over time. ...

GQG’s former director of wholesale markets has taken up a new role leading private wealth at a global investment company....

With ASIC suing FIIG Securities for alleged failures in its cyber security measures earlier this month, two firms have urged AFSLs to stay vigilant against ongoing cyber ...

In this week’s episode of Relative Return Unplugged, AMP’s chief economist, Shane Oliver, joins us to break down Labor’s budget, focusing on its re-election strategy and ...

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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...

3 months 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 1 week 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 3 days ago

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

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

3 weeks 1 day ago
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