Insignia’s advice reorganisation could solidify its reputation as Morningstar warns the firm’s brand integrity and profitability are at risk from declining adviser number...

An authorised representative of Capstone Financial Planning has been permanently banned for misappropriating more than $650,000 in client funds....

In this episode of Relative Return, host Keith Ford speaks with Matt Reynolds, investment director at Capital Group, about how the firm’s history and fundamental research...

Risk management and compliance system Fourth Line has partnered with insurance broker Numerisk to launch a new PI insurance solution for financial advice practices....

BT is offering its first private markets managed account on the BT Panorama platform as interest in alternatives grow among high-net-worth investors. ...

Regal Partners has grown funds under management to $12.2 billion and flagged it may consider smaller bolt-on acquisitions, having withdrawn a bid last year for Pacific Cu...

The financial advice profession has seen double-digit adviser losses over the past week, including six advisers who departed Australia’s largest advice licensee....

Centrepoint Alliance has the opportunity to sneak up from behind while the three major licensees are distracted as chief executive John Shuttleworth tells Money Managemen...

A growing cohort of investors are looking to private real estate lending to provide property exposure with less volatility, according to a new white paper by Zagga. ...

Advisers and platforms have a role to play in educating their clients with alternative investments, according to Praemium, as research finds alternative assets are set to...

With just one-quarter of Australian workers aiming to retire by the age of 65, many are working into their 70s due to rising economic pressures, according to Equip Super....

A new artificial intelligence tool designed to shake up traditional financial advice business models, led by Raiz Invest founder George Lucas, has launched to the public....

When it comes to their brand, BlackRock and J.P. Morgan Asset Management have been identified as the two asset management firms with the strongest brand value....

Three founders of fund management firms have shared what prompted them to break away and set up their own businesses....

Sebastian Mullins, head of Schroders’ new combined fixed income and multi-asset division, says the move is a way of “future-proofing” the business. ...

Only two of the listed financial advice licensees have seen growth in their share price over the past year, half the volume in December 2023....

Generation Development Group has announced it has entered into a binding agreement to acquire the remaining 61.9 per cent of Lonsec that it does not yet own....

Hyperion Asset Management and Firetrail Investments are among fund managers backing the upcoming $2.2 billion IPO of Mexican chain Guzman Y Gomez....

In this episode of Relative Return, host Maja Garaca Djurdjevic chats with James Harwood, director and senior portfolio manager of the APAC region at Russell Investments,...

Tribeca Investment Partners has announced it is ending its distribution agreement with GSFM after 16 years as it seeks to internalise functions....