In its latest annual platform report, Investment Trends reveals which investment platform has taken the top spot for functionality, as HUB24 and Netwealth vie for first p...

A licensee saw a drop of more than 20 advisers this week, according to Wealth Data, while there were six new entrants. ...

Despite an “eye-watering” $4.7 billion paid in remediation, ASIC believes fees for no service is still an active issue and has made multiple investigations of alleged inc...

Several advisers have expressed their frustrations with Iress’ Xplan software but feel smaller alternatives don’t have all the vital features yet, as the firm highlights ...

Speaking with the current and former employees of a potential stock is one way that Ausbil small-cap portfolio manager, Andrew Peros, tries to retain an edge in his inves...

AFCA has doubled the team handling Dixon Advisory complaints, with the Compensation Scheme of Last Resort just six weeks away from implementation....

Platforms are pivoting to take on the role formerly held by large licensees in providing adviser education, according to platform specialist Recep Peker, as well as impro...

Describing the appointment of Sophia Rahmani as Magellan’s new managing director last week as an “encouraging step”, Morningstar has detailed whether it is enough to incr...

GQG Partners chief executive, Tim Carver, believes it is “very, very hard” to pursue M&A in the asset management space after a failed bid for Pacific Current Group last y...

The short-term outlook for Australian earnings is “at risk of disappointing”, according to T. Rowe Price, as it retains its underweight in the space. ...

Active and passive investment strategies have been battling for investors’ attention for many years but the tough conditions in markets currently make a strong case for a...

Zenith Investment Partners has highlighted the importance of a diversified investment approach to holding artificial intelligence stocks, rather than relying on a concent...

In this latest Meet the Manager profile, Money Management speaks with Wilson Asset Management portfolio manager Matthew Haupt on Australian equities, the US presidential...

Jason Nyilas, who has more than 35 years of experience across financial services, has been appointed executive adviser at both moneyGPS and HeirWealth....

Australian consumers say they are more likely to seek retirement advice from a financial adviser or their super fund, the FSC reveals, demonstrating a distrust of governm...

Sarah Abood, chief executive of the FAAA, believes 2024 will be the year that meaningful regulatory changes are clarified and delivered by regulators to the financial adv...

“Unacceptable circumstances”, a lack of shareholder support and Chinese regulatory delays are among reasons for problems with M&A deals in the fund management industry re...

Magellan has detailed its plan to revamp its business in the US, with executive chairman Andrew Formica saying he can see a “tremendous opportunity” for the firm. ...

Janus Henderson has made two new appointments, including a newly created role, to boost its presence with financial advisers and intermediaries in Australia and New Zeala...

HUB24’s underlying NPAT was $30.4 million in the first half of FY24 while the firm is expecting net inflows to double in the second half to reach a full-year record of $1...