A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers....

For financial advisers looking to outsource their investment decision-making, selecting the right investment provider means prioritising cultural alignment and scalabilit...

WT Financial lost seven advisers over the past week but overall adviser numbers have welcomed a third consecutive week of double-digit growth....

Recognising the women leading the charge in the financial services sector...

ASIC has reassured investors that Australian equity markets operate with a “high level of integrity” following its latest market cleanliness report....

The firm acquired Pendal in January 2023, but some 80 per cent of the firm’s FY24 asset management outflows came from Pendal products, according to Morningstar....

DomaCom has temporarily withdrawn the product disclosure statement of its DomaCom managed investment fund for new business at the request of its trustee....

Australians aged 18–34 years old are demonstrating a higher degree of trust in social media-sourced advice over professional financial advisers, according to ASFA....

The adoption of managed accounts is essential for financial advice businesses to achieve scale, two experts argue, otherwise advisers risk “limiting their growth”....

Schroders is to close the wholesale class of a global equity fund, while a sustainable one will be repositioned as an ESG one in light of higher sustainability criteria i...

A UK investment manager specialising in derivatives-based strategies has made one of its funds open to professional Australian investors. ...

Of those financial advisers indicating they are looking to leave the industry, three-quarters are advisers aged under 40 which is presenting a problem for future growth....

ETF provider Betashares has announced a new addition to its product suite with a new systematic ETF....

With Betashares and Global X both launching hedged versions of their ETFs in recent weeks, why should investors consider a hedged ETF?...

While ETFs typically garner attention from everyday retail investors, Vanguard is observing a growing number of high-net-worth individuals also using these readily availa...

A C-suite executive, who was one of the first employees, will be departing from asset manager Pengana Capital Group after 22 years with the company....

Colonial First State has announced a five-year agreement with Microsoft to underpin the firm’s use of cloud and artificial intelligence technology in wealth management. ...

Financial advisers are finding they are able to increase profits at their practices with fewer clients, according to Investment Trends, allowing them to focus their atten...

Following changes to a Schroders sustainable fund, JPMAM has announced it will close two of its sustainable strategies....

The Sydney-based financial advice practice has appointed two new partners to meet rising client demand, particularly driven by the influx of intergenerational wealth tran...