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

Financial planning • 2 September 2024

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...

Funds management • 2 September 2024

A new Global X report has highlighted artificial intelligence, regional pockets of investor interest, and strong fixed income momentum as three areas to watch in the ETF ...

Funds management • 2 September 2024

Members of the AMP BOLR class action have told the Federal Court in a two-day hearing that they would be willing to risk receiving no settlement at all in favour of going...

Financial planning • 2 September 2024

Stockspot analysis has revealed the top 10 suburbs across Australia with the highest average balance invested in ETFs, with the top postcode sitting at over $355,000....

Funds management • 2 September 2024

The wealth management platform has completed its acquisition of 100 per cent of Xeppo, a data management and analytics tool, to create greater workflow efficiencies for f...

Financial planning • 2 September 2024

A former director of Sydney-based Courtenay House has been sentenced in the Supreme Court of NSW for his role in the operation of a Ponzi scheme....

Financial planning • 2 September 2024

Overall adviser numbers saw a gain last week with 10 new entrants, according to Wealth Data, but a major licensee lost four advisers. ...

Financial planning • 2 September 2024

VanEck has announced it is in the final stages of developing its latest thematic ETF, an ASX-listed product focused on global defence stocks....

Funds management • 3 September 2024

In this new episode of The Manager Mix, host Laura Dew speaks to Nick Paul, institutional portfolio manager at MFS Investment Management to delve into everything small an...

Editorial • 3 September 2024

The ETF provider has flagged a number of developments as it formally enters the superannuation space through a major acquisition....

Funds management • 3 September 2024

Count chief executive Hugh Humphrey has provided further details on the makeup of the firm’s advisers following churn after the Diverger deal. ...

Financial planning • 3 September 2024

Acadian Asset Management has launched two new credit strategies focusing on global high yield and US investment grade, in response to growing investor demand....

Funds management • 3 September 2024

Systematic fixed income approaches are finally hitting the mainstream. For those starting to incorporate them, it is important to seek managers with a long and proven ped...

Expert Analysis • 3 September 2024

Sydney wealth management firm Sherlock Wealth has promoted its head of advice to the role of chief executive. ...

Financial planning • 3 September 2024

Contested Ground, a new podcast investigating how malicious actors are targeting Australian businesses, the economy and society, has been launched by award winning media ...

People & Products • 3 September 2024

Apostle Funds Management has hired John Barrasso from First Sentier Investors as a credit portfolio manager. ...

Funds management • 3 September 2024

Demand for ESG ETFs has declined, with Global X reporting that the popularity of ESG funds is at the lowest level since 2014....

Funds management • 3 September 2024

Amid concerns that smaller AFSLs may be flying under the enforcement radar, the corporate regulator has clarified how self-licensed advice firms are monitored and whether...

Financial planning • 3 September 2024

Insignia Financial has appointed a former ASIC commissioner and superannuation chief executive as chair of its Trustees business. ...

Financial planning • 4 September 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