The diverging adviser-client perception on advice fees
Findings from Russell Investments has shown clients are struggling to understand fee structures when receiving advice, even if the advisers believe they are transparent.
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North launches investment menu to bridge advice gap
AMP’s advice platform has unveiled a low-fee investment menu aimed at expanding advisers’ client base by targeting individuals with less complex needs, in response to adviser feedback.
AUTHOR
Shy-Ann Arkinstall
Betashares launches inaugural private markets offering
Investment provider Betashares has launched its first offering from its newly established private capital division, delivering institutional-grade private credit exposure for financial advisers and wholesale investors.
AUTHOR
Shy-Ann Arkinstall
ASIC bans former financial adviser over defective SOAs
ASIC has banned a former financial adviser for his role in encouraging clients to invest their retirement money in the Global Capital Property Fund, run by his licensee United Global Capital.
Where are advice licensees looking to in FY26?
With reporting season concluded for another financial year, Money Management rounds up the result of Australia’s listed advice licensees and where they are looking to in the year ahead.
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.
GDG managed account growth strong post-Evidentia deal
Having acquired Evidentia with the goal of building out its managed accounts division, GDG has reported a 49 per cent rise in managed account funds under management in FY25.
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.
IAM targets FY26 managed accounts launch
Income Asset Management is set to launch two managed accounts of investment grade assets and syndicated loans in FY26, responding to adviser demand.
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.
Australian Ethical sees outflows from Altius acquisition
Australian Ethical’s funds under management grew by 34 per cent in FY25, but its newly acquired Altius business saw $71 million of outflows.
Inquiry into Dixon Advisory collapse scrapped
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted.
AUTHOR
Keith Ford
Adviser growth flatlines following new FY growth
After seven weeks of strong growth, Wealth Data analysis shows financial adviser gains are now tapering off and returning to a regular pace.
AUTHOR
Shy-Ann Arkinstall
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