Powered by MOMENTUM MEDIA
moneymanagement logo
 

Global X flags latest expansion as it targets $12bn AUM

global-x/ETF/Global-X-ETFs/ETFs/

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

Passive drives outflows from ANZ sustainable funds

ESG/morningstar/ETFs/sustainable/

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.

Read more about:

AUTHOR

The $70.5k saving from being part of a licensee

FSC/AFSL/licensing/self-licensing/

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.

Read more about:

AUTHOR

Vanguard’s recommendations for improving advice accessibility

vanguard/retail-investment/cash/research/

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.

Read more about:

AUTHOR

Adviser favour critical as platform consolidation continues

investment-trends/advisory-platform/

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

MLC reduces model portfolio fees

mlc/model-portfolio/multi-asset/insignia/

MLC Asset Management has reduced management fees on its MLC MultiSeries portfolios as advisers seek streamlined multi-asset investment solutions.

Read more about:

AUTHOR

DASH unveils comprehensive platform enhancements

dash/advice-technology/fintech/platform/

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

Existing ESG labelling redundant amid investor confusion

ESG/treasury/Zenith/

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

Which licensees are leading FY26 gains?

Wealth-Data/WT-Financial-Group/new-entrants/adviser-exits/growth/

One advice licensee has been identified as a leader in gains for the new financial year, having gained 16 advisers over the last four weeks, while two others have also seen double-digits.

AUTHOR

Low stickiness impacts Insignia's competitive standing: Morningstar

platform/mlc/insignia/private-equity/Hayne-Royal-commission/

While the acquisition of Insignia by CC Capital will help the business, Morningstar believes customer and adviser loyalty will be key as to whether it can regain its pre-royal commission standing.

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’...

6 days 4 hours ago

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

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 2 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago