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Regal Partners forecasts material offshore growth

Regal-Partners-Limited/distribution/

Regal Partners is the latest Australian fund manager to explore overseas opportunities, forecasting offshore flows to “grow materially” in 2025.

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Female leaders on ASX 200 boards hit record high

Financy/financy-women's-index/gender-equality/gender-diversity/

A record proportion of women have been appointed to ASX 200 boards in the March quarter, according to the latest Financy Women's Index.

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Wealth manager appoints head of risk

financial-advice/risk-advice/Sydney/wealth-management/

Sydney wealth management firm Altus Financial has appointed a head of risk as the business strengthens its provision of risk advice.

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Relative Return Insider: Insights from London and a political reboot

Podcast/Relative-Return/

In this episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford are joined by Money Mana

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‘You can't know everything’: Leaning on specialists for ESG help

ESG/specialist/sustainable-investing/

A panel of ESG experts are urging advisers to lean on specialists to stay informed in a time of widespread misinformation and consider if they are right adviser to deal with clients’ ESG concerns.

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Count class action dismissed in Federal Court

CBA/federal-court/financial-advice/SMSF/

A subsidiary of Australia’s second-largest advice licensee Count has successfully defended a class action in Federal Court regarding a self-managed superannuation fund.

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Cost and expertise concerns deterring SMSF trustees from advice

SMSF/vanguard/investment-trends/financial-advice/consumer-trust/

Investment Trends has found there is a “significant advice gap” in the number of self-managed superannuation funds using a financial adviser, with trustees citing concerns about their cost and expertise.

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Melbourne advice firm in AI collaboration with VBP

AI/financial-advice/

Financial advisory firm Yarra Lane has launched a robotic process automation consulting service, in association with outsourcing specialist Vital Business Partners.

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New shadow finance roles appointed as Hume exits

Jane-Hume/Financial-Services/coalition/andrew-bragg/tim-wilson/

The Coalition has announced a new shadow treasurer and minister for financial services, while Jane Hume will exit the shadow ministry.

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‘Competency failures’ lead to Sydney AFSL cancellation

ASIC/AFSL/financial-advice/

ASIC has cancelled the AFSL of a Sydney-based advice firm, describing how it demonstrated “competency failures” in its activities.

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