While technology plays a vital role in efficient financial advice firms, it remains just one piece of the wider puzzle in driving overall productivity, writes Business He...

Former PM Capital chief executive Ben Skilbeck has taken up a new leadership role at a specialist credit manager....

PGIM’s real estate investment management business has launched its first Australian real estate debt strategy, which is on track to meet its target of $750 million....

Fixed income has been cited by BlackRock as a driver of US$81.6 billion in organic growth for the second quarter of calendar year 2024....

Two Australian small-cap asset managers have announced they are seeking to merge their businesses....

Fund manager Merlon Capital Partners has announced it has acquired the minority stake in the business previously owned by Fidante. ...

The financial planning technology group has entered into a binding share purchase agreement to acquire Integrated Portfolio Solutions, set to bring DASH’s FUA above $15 b...

Clime Investment Management has appointed an acting managing director following the resignation of group chief executive Annick Donat....

Praemium has seen net outflows of $414 million over the June quarter with Powerwrap outflows eight times higher than the previous quarter, and the platform expects this t...

A former Queensland-based financial adviser has been permanently banned by ASIC from providing financial services....

A national financial advice firm is targeting advisers looking to leave large licensees and providing them with tools and financial backing to run their own business....

DNR Capital has announced the launch of a specialist global small and mid-cap equity manager, as it also welcomes its second portfolio manager on board....

The completion of remediation projects by firms such as AMP have led to an influx of compliance professionals entering the market, although they see pushback on their nar...

A rising number of financial advisers – known as insourcers – are opting to take the investment selection process upon themselves, says Investment Trends’ Irene Guiamatsi...

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

Despite concerns about 2024 being a weaker year for adviser growth, the net gains for the financial year to date are exactly in line with the same time last year, althoug...

Australian Ethical has reported $10.4 billion in funds under management as quarterly inflows grow by 54 per cent....

Regal Partners has announced its latest acquisition, taking a minority stake in a $1.4 billion specialist asset manager....

Deloitte’s Andrew Boal believes there is a role for financial advisers to help clients understand longevity literacy as retirees find themselves “asset rich, cash poor”, ...

T. Rowe Price has cut its exposure to Australian bonds as it believes the RBA’s next monetary policy move will lead to higher bond yields. ...