Bank of America’s global survey has found allocations to US stocks have seen a record monthly jump as investors tilt overweight to the region for the first time in a year...

Financial advice firms Priority Advisory Group and Wise Planners are to merge to create a multi-disciplinary professional services firm in Sydney....

The firm has announced a dual-entity restructure, with a new division catering to the diverse needs of advisers, advisory firms, and HNW and wholesale clients. ...

Less than half of advisers wrote a life insurance policy in the first half of the year, according to Adviser Ratings, while Deloitte has identified a group of underinsure...

Two national financial services businesses are set to merge this month to create a $64 billion diversified firm with more than 500 staff, striving to become ‘Australia’s ...

The Financial Services Council has appointed two financial services chief executives to join its board. ...

In line with the fund’s digital transformation project, Aware Super’s new portal enables independent financial advisers to more efficiently manage clients’ investment opt...

Nominations and submissions have opened for the 2023 ifa Excellence Awards to be held in Sydney on 6 December....

Perpetual has announced a shake-up of two funds as part of a strategic review, which is understood to mean two portfolio managers will depart the business. ...

RBA governor Philip Lowe will mark his last day at the central bank today after more than 40 years as he hands over the reins to Michele Bullock....

According to Wealth Data, less than a quarter of all financial advisers on the ASIC FAR are women, with the accounting and super fund business models having the highest n...

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to James Martin, managing director and head of global client solutions at Hamilton Lane, about why t...

The corporate regulator has revealed the results of its August financial adviser exam, which has delivered the highest pass mark of the year so far. ...

The Federal Court has approved Commonwealth Bank’s $50 million settlement in the consumer credit insurance class action....

Utilities should not just be viewed as a bond proxy as they offer opportunities for far greater returns, says Shane Hurst, winner of this year’s Infrastructure Fund of th...

Data from Natixis IM has ranked Australia as third in the world for finances in retirement, but the nation’s overall ranking in the global retirement index has fallen by ...

Two new reports from CFS and Challenger have highlighted the benefits consumers gain from seeking advice as over half of those aged 50 and over fear outliving their savin...

Markets have welcomed the announcement of Australia’s first-ever sovereign green bond, planned for mid-2024, though managers remind investors that not all green bonds are...

In partnership with US-based asset manager EAM Global Investors, SG Hiscock has launched the EAM Global Small Companies Fund into the Australian market....

That Australia is projected to see a threefold increase in those aged 80 or over by 2062 is not lost on NovaPort portfolio manager, Sinclair Currie, who views the aged ca...