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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. ...

Knowledge Centre • 31 May 2024

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...

Features • 3 June 2024

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....

Financial planning • 3 June 2024

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....

Financial planning • 3 June 2024

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....

Funds management • 3 June 2024

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

Funds management • 3 June 2024

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

Funds management • 3 June 2024

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....

Financial planning • 3 June 2024

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....

Funds management • 3 June 2024

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

Funds management • 3 June 2024

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,...

Editorial • 3 June 2024

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

Funds management • 3 June 2024

Four financial advice businesses have joined forces to form Esencia Wealth, which has opened its new Sydney office with over 1,000 clients and 10 advisers....

Financial planning • 4 June 2024

O’Brien Accountants & Advisors, an equity partner firm of advice licensee Count, has acquired an accounting client book for $2.1 million to expand its Melbourne client ba...

Financial planning • 4 June 2024

Sequoia has delayed its extraordinary general meeting by one day at the request of the Australian government’s Takeovers Panel regarding an application alleging unethical...

Financial planning • 4 June 2024

Regal Partners has entered into agreement to acquire private capital and alternative investment specialist Merricks Capital for $235 million....

Funds management • 4 June 2024

Fiducian’s Auxilium platform has been identified as a strong capability and growth opportunity at the firm, having recently opened up to external advisers for the first t...

Financial planning • 4 June 2024

AFCA has told the Senate economics committee that alleged losses from Dixon Advisory clients are an estimated $458 million while outlining the concerns it is observing in...

Financial planning • 4 June 2024

With Fidelity International’s four new active ETFs now available to investors via the ASX, the funds’ respective portfolio managers have shed light on what each product o...

Funds management • 4 June 2024
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 6 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 4 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

2 weeks 4 days ago