Aussie ETF investors look onshore amid global volatility

vanguard/active-ETFs/ETFs/australian-equities/global-equities/

Australian equity ETFs attracted record inflows of $3.2 billion in 1Q25, while heightened volatility led to a decline in flows for global equity ETFs, according to Vanguard.

AUTHOR

ASIC slaps infringement notices on 3 AFSLs

ASIC/AFSLs/licensees/infringement/

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered.

AUTHOR

‘Everyone’s a winner’ in Australia’s PE advice landscape

private-equity/financial-advice/wealth-management/M&A/Ben-Marshan/

Rather than taking a controlling approach, the latest generation of overseas private equity deals is helping advice firms to achieve their growth ambitions, three commentators have said.

AUTHOR

Private markets symbolise ‘next frontier’ in managed accounts

private-markets/managed-accounts/mlc/MLC-Asset-Management/lonsec/

With BlackRock recently combining both private and public markets in a single managed account for US investors, commentators explore the challenges and opportunities of doing so in Australia.

AUTHOR

PM Capital hits back at rejected Platinum bid

PM-Capital/Platinum-Asset-Management/Platinum/LICs/listed-investment-companies/

PM Capital has hit out at Platinum Asset Management, saying the firm only provided “limited engagement” following its bid for two listed investment companies.

AUTHOR

Fitzpatricks Group creates product head position

Fitzpatricks/Fitzpatricks-Group/fitzpatricks-private-wealth/investment-strategy/

Private wealth firm Fitzpatricks Group has appointed a newly created head of product, who previously spent 20 years at CFS, to bolster its range of investment options.

AUTHOR

Platinum outflows steady after manager exits

Platinum/flows/morningstar/FUM/

Platinum Asset Management has seen outflows moderate during March, down 15 per cent from the previous month when it announced two major investment team changes.

AUTHOR

What to know for a first-time ETF listing

cboe/active-ETFs/ETFs/law-firm/

Two listing experts have shared tips for fund managers to consider when it comes to launching their first ETF on an exchange.

AUTHOR

‘This isn’t like MAFS’: Merchant’s Haintz on successful advice M&A

financial-advice/M&A/WT-Financial/AFSL/

Merchant Wealth’s David Haintz has described how the firm differs from the traditional private equity ventures jumping into Australia, and why M&A isn’t like Married at First Sight.

AUTHOR

Count merger strengthens South Australian presence

Countplus/Count-Financial/M&A/mergers-and-acquisitions/Hugh-Humphrey/

An Adelaide-based financial planning and accounting firm is set to merge into Count Adelaide, aligning with Count’s ambitions to form a national footprint of scaled equity partnerships.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 weeks 1 day ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 6 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 5 days ago