ASIC is piloting a new portal to simplify the process of applying for an Australian financial services licence with the expectation of a formal launch in the first quarte...

Unlocking the potential of one-off clients and transitioning them into ongoing advisory relationships start with reducing fee barriers, according to Adviser Ratings....

Platinum has announced it will partner with global institutional managers to help boost their retail presence as part of its new growth strategy as well as reporting a 44...

Perpetual has reported a statutory loss of $472 million for FY24 after experiencing heavy asset management outflows, while chairman Tony D’Aloisio is to retire from the b...

Australian Ethical has reported 80 per cent growth in its FY24 statutory net profit after tax, with its board set to welcome Pendal’s former CEO next month. ...

E&P Financial Group says outstanding legacy issues related to the Dixon Advisory collapse have been resolved, passing the buck for its compensation onto financial adviser...

The number of new entrants in the financial advice profession who have since departed this year has seen an improvement from the amount that left in 2023....

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

Hoxton Capital Management has rebranded its business to have a greater focus on wealth management and technology....

While all MySuper products successfully passed the latest performance test, trustee-directed products encountered difficulties....

The licensee has become the second-largest wealth management advice firm in Australia, with its funds under advice hitting $34.2 billion in FY24....

COG Financial Services has detailed the impact that the acquisition of a 20 per cent stake in Centrepoint Alliance has made on its performance and future business strateg...

Clime Investment Management has reported a statutory loss of $3.8 million for FY24 following a “challenging period” for the firm, however is on a “clear path to recovery”...

Australian investors have faced turbulent economic conditions in recent years. However, there is good news for those who want to alleviate some of this financial pressure...

Providing well developed professional year programs and offering flexible working arrangements are two key drivers leading to higher retention of new advice entrants, two...

Perpetual has been questioned by analysts on whether its KKR deal is best for shareholders and if it can be undone given the lack of growth it has delivered to the compan...

Fidelity International will see its managing director for Australia depart this month, with the firm having found a new successor internally to take on the position....

The land Down Under has been recognised as an APAC hub for alternatives investment, Preqin finds, amid ASIC’s planned crackdown on private markets....

Adelaide financial planning firm Retirement Strategies has been acquired by independent advisory group Calder Wealth Management. ...

Pengana is making a strategic reposition to have private markets become the dominant part of its business as it targets the asset class towards non-institutional investor...