Global X brings US small caps ETF to market

Global-X-ETFs/ETFs/US-equities/president-trump/

The ETF provider has launched its latest product providing investors with exposure to 2,000 small-cap stocks listed in the US, which are positioned to “benefit significantly” from President Trump's pro-growth stance.

Read more about:

AUTHOR

Bravura climbs to ‘top of the tree’ on digital advice

Bravura/financial-advice/amp/digital-advice/

Bravura’s chief executive, Andrew Russell, believes the tech firm is at the “top of the tree” when it comes to digital advice, having already signed a deal with AMP.

Read more about:

AUTHOR

JPMAM hires former Netwealth investment solutions head

JPMAM/JP-Morgan-Asset-Management/netwealth/HNW/

JPMAM has appointed an Australian HNW client adviser to drive the momentum of its HNW channel, who previously served as Netwealth’s head of investment solutions.

Read more about:

AUTHOR

Finance workers fear job security amid AI push

fsu/Finance-Sector-Union/artificial-intelligence/insignia/insignia-financial/

As artificial intelligence becomes increasingly commonplace in Australia’s financial services sector, over half of workers fear it poses a threat to their job security, the FSU has unearthed.

Read more about:

AUTHOR

Link Wealth grows national presence with Hobart acquisition

M&A/financial-advice/mergers-and-acquisitions/

Financial services firm Link Wealth has purchased a majority stake in a Hobart-based advice business, its latest move as it makes a strategic expansion across the country.

Read more about:

AUTHOR

Platinum reports lowest outflows in 18 months

Platinum/Platinum-Asset-Management/outflows/fund-management/

Platinum Asset Management has announced an easing of the outflows experienced in 2024, reporting its smallest outflows in 18 months.

Read more about:

AUTHOR

Equity Trustees selected as RE for 2 alternative funds

equity-trustees/Equity-Trustee/Alternatives/responsible-entity/

Equity Trustees has partnered with two alternative fund managers as the responsible entity for their latest fund launches.

Read more about:

AUTHOR

Praemium expands SMA range with multi-asset ETFs

ETFs/praemium/SMAs/

Praemium has added five new multi-asset SMAs to its platform from fintech Briefcase, which are constructed using ASX-listed ETFs to meet rising adviser demand.

Read more about:

AUTHOR

NSW adviser’s ‘incompetence’ leads to FSCP action

ASIC/FSCP/financial-advice/

The Financial Services and Credit Panel has cancelled the registration of an NSW adviser for two years as it felt he displayed a “level of incompetence” in providing advice to his clients.

Read more about:

AUTHOR

ASIC makes first AFSL cancellation of 2025

AFSL/ASIC/

ASIC has cancelled its first AFSL of 2025, taking action against an advice licensee based in Sydney, NSW.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 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...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 3 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 5 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 2 days ago
moneymanagement logo