FNZ seeks to transform wealth management with 5-year Microsoft deal
FNZ has signed a five-year partnership with Microsoft to “transform wealth management” through technology and artificial intelligence, and create an improved adviser experience.
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Former NSW adviser charged over dishonest conduct
A former financial adviser has been charged over dishonest conduct, having allegedly encouraged individuals to acquire shares in his firm’s robotic trading technology, resulting in losses of at least $850,000.
AUTHOR
Shy-Ann Arkinstall
Global X flags latest expansion as it targets $12bn AUM
Global X will expand its ETF range of exchange-traded funds next month with a low-cost Australian equity product as it chases ambitions of becoming a top issuer of ETFs in Australia.
AUTHOR
Shy-Ann Arkinstall
Passive drives outflows from ANZ sustainable funds
Flows into Australasian sustainable funds have moved back into outflow territory in the second quarter of 2025 driven by US$400 million in redemptions from passive funds.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
The $70.5k saving from being part of a licensee
A new report from the Financial Services Council has detailed what advisers value the most from their licensee, as well as the time and cost savings from being part of an AFSL.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Vanguard’s recommendations for improving advice accessibility
Receiving advice and guidance has been identified as a factor making up a successful retail investment system. Vanguard has shared policy recommendations to ensure greater advice accessibility.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Adviser favour critical as platform consolidation continues
The pressure is on for technology providers as Investment Trends’ latest industry report reveals advisers are consolidating their platform use, directing the majority of funds to just one primary platform.
AUTHOR
Shy-Ann Arkinstall
MLC reduces model portfolio fees
MLC Asset Management has reduced management fees on its MLC MultiSeries portfolios as advisers seek streamlined multi-asset investment solutions.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
DASH unveils comprehensive platform enhancements
DASH Technology Group has announced a suite of enhancements for its core platform technology to better support advisers and the growing wholesale investment market.
AUTHOR
Shy-Ann Arkinstall
Existing ESG labelling redundant amid investor confusion
With an ESG product labelling consultation currently ongoing, Zenith’s head of responsible investment agrees the existing system for funds is so unclear that people may be better off ignoring it.
AUTHOR
Shy-Ann Arkinstall
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