Greater bespoke model portfolio usage expected from licensees

State-Street/State-Street-Global-Advisors/model-portfolio/managed-accounts/

Australian licensees are expected to make greater use of custom model portfolios for their clients, according to State Street Investment Management, following in the footsteps of US peers.

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What can advisers learn from finfluencers?

finfluencer/financial-advice/Adviser-Ratings/

Adviser Ratings has argued that it’s time for more advisers to utilise digital engagement tools available to them as a disconnect grows between consumers seeking advice from finfluencers and from professionals.

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Janus Henderson secures US$400m deal for fixed income development

Janus-Henderson/fund-managers/fixed-income/

Having seen inflows of US$5.6 billion to its fixed income funds in the last quarter, Janus Henderson has closed on a deal with life insurer Guardian to secure funds to boost its product development.

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Metrics managing partner to step back

Metrics/metrics-credit-partners/Pinnacle/exit/

One of Metrics’ four managing partners is to step back from the business next year, having worked at the firm since its inception in 2011.

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Former wealth director sentenced over ‘persistent and wilful defiance’ of ban

ASIC/federal-court/enforcement/

Former wealth firm director Joshua Fuoco has been convicted of contempt of court, sentenced and permanently banned from being involved in financial services after breaching a 10-year ban.

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Sydney advice firms see AFSL cancellation

ASIC/Sydney/AFSL/

In its first FY26 action, ASIC has cancelled the AFSLs of two Sydney advice firms over their failures to pay industry funding levies.

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First Guardian RE directors see travel restraints order imposed

ASIC/court/

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets.

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Which licensee has the largest share price growth of FY25?

licensees/share-price/australian-equities/equities/

For the 2025 financial year, all but one listed advice licensee has reported double-digit share price growth – but which licensee has seen the best performance and what activities have they enacted during the period?

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Insignia Financial bidder mulls latest takeover offer

insignia/insignia-financial/private-equity/

CC Capital, the last remaining player in the bid to acquire Insignia Financial, is still yet to finalise its offer, the firm has informed the market.

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Advisers identify platforms leading the field in 2025

platforms/research/financial-advice/technology/

The top-performing investment platforms of 2025 have been revealed in the latest Money Management Advice Tech Review Survey by Agile Market Intelligence.

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