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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

Vanguard has shared three reasons why ETFs can benefit younger clients with the ASX finding those aged 18-24 are most likely to hold an ETF as their investment of choice....

Funds management • 4 June 2024

Russell Investments has launched a global equities sustainable active ETF in response to adviser demand....

Funds management • 4 June 2024

Stockspot has shared its favoured Australian equity ETF based on size, cost, slippage, liquidity, returns and track record....

Funds management • 4 June 2024

The symbiotic relationship between financial advisers and ETFs has "never been clearer" as a rising number of advisers look to use them with clients rather than finding t...

Expert Analysis • 4 June 2024

Newly launched advice business Freshwater Wealth is doubling down on its growth strategy as it looks to scale up its adviser footprint and Sydney client base....

Financial planning • 5 June 2024

As the end of the financial year quickly approaches, BT’s Bryan Ashenden shares his top tips for financial advisers and their clients, based on advisers’ most common quer...

Financial planning • 5 June 2024

AMP chief executive, Alexis George, has shared how she has rebuilt the company since taking over the role three years ago and regained trust in the brand. ...

Financial planning • 5 June 2024

ASIC has detailed to the Senate economics committee why it decided to pursue action against Dixon Advisory rather than the individual advisers involved in the wrongdoing....

Financial planning • 5 June 2024

The board of AFCA has appointed Professor John Pollaers for a second three-year term....

Financial planning • 5 June 2024

Former dealer group Libertas Financial Planning has given notice to AFCA to cease membership of the body’s external dispute resolution scheme, meaning victims will no lon...

Financial planning • 5 June 2024

Treasurer Jim Chalmers has described how the launch of Australia's first green bond confirms the country as a "go-to destination" for international green capital. ...

Funds management • 5 June 2024

Three advisers share their experience and guidance when stepping up from an associate role to a provisional financial adviser, including the responsibility of managing th...

Financial planning • 5 June 2024

ASIC has made an interim stop order preventing Australian Unity Funds Management from issuing or distributing interests in an income fund to retail clients after concerns...

Funds management • 5 June 2024

There have been four major deals in the private markets space since March as asset managers look to capitalise on the rapid growth in demand for alternatives. ...

Funds management • 5 June 2024

BlackRock has moved overweight on developed market government bonds for the first time in five years, particularly favouring UK gilts. ...

Funds management • 5 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 1 week ago

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

3 weeks 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 5 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 5 days ago