How Australian Ethical is beating active peers

Australian-Ethical/active/share-price/

With share price growth of 45 per cent for FY25, Australian Ethical has shared why it believes the firm has done so well compared to its active peers.

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Former compliance head banned over failure to report fee-for-no service

ASIC/compliance/licensee/banning/

A former licensee director, who failed to report an adviser’s fee-for-no-service conduct, has been banned for three years by ASIC.

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BlackRock to acquire real estate firm amid private market expansion

blackrock/private-markets/acquisition/M&A/

BlackRock has announced its plan to acquire real estate investment firm ElmTree Funds which will be integrated into its new private financing solutions business.

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RBA makes unexpected rate decision

RBA/Reserve-Bank-of-Australia/interest-rate/inflation/monetary-policy/central-bank/

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call.

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Platinum brand in doubt as binding terms signed with L1 Capital

Platinum-Asset-Management/L1-Capital/M&A/

Platinum Asset Management has entered into binding terms for a merger with L1 Capital with the firm to be renamed upon completion.

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Limited advice sector ‘dead in the water’ after EOFY losses

Wealth-Data/SMSF/limited-advice/

Financial year losses of limited advice advisers could mean the sector is “dead in the water” going forward after a continuous decline.

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National advice firms enact major merger

advice/M&A/merger/

Two national advice businesses have merged to form a leading holistic advice business with $2.5 billion in funds under management.

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Insignia completes SS&C transition for Master Trust

insignia-financial/insignia/SS&C-Technologies/mlc/

Insignia Financial has completed its transition of a range of administration and technology functions to SS&C Technologies as it seeks to be a leading wealth manager by 2030.

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Prime Value targets retail investors with microcap fund

Prime-Value/prime-value-asset-management/Australian-small-caps/micro-caps/

Prime Value Asset Management has launched a retail fund investing in microcap companies, a new version of its existing wholesale offering.

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The biggest funds management news of FY25

fund-management/EOFY/outflows/appointments/

From multiple fund launches and personnel changes to major outflows and a scrapped deal, Money Management has collated the most significant news in the funds management industry over the past 12 months.

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

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

5 months 2 weeks ago

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

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 3 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 4 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 1 day ago