Insignia plays waiting game with final PE bidder
The prospect of a takeover of Insignia Financial still remains up in the air as remaining bidder CC Capital bides its time on making a final offer.
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Double-digit gains help recover FY25 losses
Adviser losses look to be slowing down after the EOFY, with FY26 adviser gains now almost balancing out the losses from the previous financial year.
AUTHOR
Shy-Ann Arkinstall
Improved ESG labelling on the horizon to beat adviser confusion
The government has opened a consultation on sustainable investment product labelling by fund managers to help advisers make informed decisions on investing responsibly.
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.
Service quality trumps size for advisers’ retirement product selection
Platform-based superannuation funds are beating out industry fund models when it comes to adviser satisfaction, with service quality playing a key role in advisers’ decision-making.
Government urged to address shrinking advice profession
With millions of Australians rushing towards retirement, CPA Australia said urgent action is needed to bolster the financial advice profession before it becomes an “irreversible crisis”.
AUTHOR
Shy-Ann Arkinstall
Evolving retirement strategies for an ageing population
Investment strategies must adapt to an ageing population, believes T. Rowe Price’s Cassandra Crowe, or individuals will risk outliving their retirement savings.
Robeco looks to SSGA for portfolio manager hire
Global asset manager Robeco has expanded its Australian fund management team with an equity appointment.
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.
Relative Return Insider: Markets’ Trump tariff complacency a ‘boiling frog’
In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford dive into the wee
Unregistered advisers result in infringement notices for 2 AFSLs
ASIC has issued infringement notices to two AFSLs over financial advisers providing personal advice while they were unregistered.
AMP announces senior platform appointment
AMP has announced a senior appointment to its North leadership team, reinforcing the firm’s commitment to the advice industry.
AUTHOR
Shy-Ann Arkinstall
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