Count sees appeal lodged to class action

class-actions/court/AFSL/

Advice licensee Count has seen an appeal filed to a class action against it which was dismissed earlier this year.

AUTHOR

NTAM makes senior leadership hire

northern-trust-asset-management/Northern-Trust/appointments/hires/

Northern Trust Asset Management has appointed a new head of international and responsible investing.

AUTHOR

Court undertaking accepted from auditor linked to advice firm failure

ASIC/

ASIC has accepted a court enforceable undertaking from a Perth-based company auditor who failed to adequately conduct multiple audits on an advice firm that receivers say has $100 million missing.

AUTHOR

June adviser losses surpass 100

Wealth-Data/financial-advice/Colin-Williams/EOFY/

After a brutal month for adviser numbers, the net loss for June now stands at more than 100 advisers, but the financial year is still on track to end in positive territory.

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Efficiency viewed as greatest platform differentiator for advisers

platforms/CFS/mlc/insignia/Adviser-Ratings/

Two advice platforms have been identified by Adviser Ratings as standouts for efficiency as time-pressured advisers become evermore fickle in their platform selection.

AUTHOR

Aussie investors lean into volatility with $8.6bn managed fund flows

Calastone/australian-equities/multi-asset/managed-funds/fund-flows/

Australian investors have made “extraordinary” flows into managed funds since the start of the year, more than 20 times the same period a year ago.

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Regal Partners buys into hotel investor ahead of fund launch

Regal-Partners-Limited/M&A/Alternatives/

Regal Partners has announced its latest alternatives acquisition, taking a 50 per cent stake in real estate and advisory platform Ark Capital Partners ahead of a future hotel strategy launch.

AUTHOR

BFG partners with Briefcase on direct indexing tech

Bell-Financial-Group/technology/

Bell Financial Group has partnered with investment solution provider Briefcase to deliver access to direct indexing technology to its clients.

AUTHOR

Winners crowned at Fund Manager of the Year Awards 2025

Fund-Manager-of-the-Year/FMOTY/fund-management/awards/

More than 20 winners have been revealed for the annual Fund Manager of the Year Awards.

AUTHOR

Relative Return Insider: Conflict, defence spending, CPI, and a not-so-beautiful bill

Podcast/Relative-Return/

     

AUTHOR

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