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High-net-worth advisers seeking to grow their businesses are likely to find alternatives to be a key part of the puzzle amid investor demand, according to Praemium’s head...

Financial planning • 14 November 2024

Money Management and principal partner, Mortgage Choice, are proud to announce 30 winners for the annual Women in Finance Awards 2024. ...

Funds management • 15 November 2024

Four months after making its first equity partnership, the Australian Wealth Advisors Group has taken a second stake in a regional Victorian advice and accountancy firm. ...

Financial planning • 15 November 2024

Pacific Current Group has used its AGM to detail its long-term growth plans after a period of multiple divestments and the progress of plans for a share buyback....

Funds management • 15 November 2024

The UK-based global asset manager has formed a new group executive committee to accelerate its growth strategy following the commencement of its new CEO this month....

People & Products • 15 November 2024

AFCA’s latest statistics have shed light on which of the major licensees recorded the most consumer complaints in the last financial year....

Financial planning • 15 November 2024

Magellan Financial Group has terminated three funds in its Core Series, including a sustainable fund and ESG fund, having determined they are “unlikely to achieve the nec...

Funds management • 15 November 2024

Centrepoint Alliance says it is “just getting started” as it looks to drive growth via expanding all three streams of advisers within the business....

Financial planning • 15 November 2024

As Insignia Financial looks to bolster its two financial advice businesses, Shadforth and Bridges, CEO Scott Hartley describes to Money Management how the firm will achie...

Financial planning • 15 November 2024

Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in Sept...

Financial planning • 18 November 2024

Magellan Financial Group’s chief financial officer and chief operating officer Kirsten Morton is set to depart from the asset manager after more than a decade....

Funds management • 18 November 2024

As thematic ETFs gain popularity among advisers, research houses have told Money Management of their unique challenge to rate these niche products and assess their long-t...

Features • 18 November 2024

TWC Investment Management, which launched in September, has unveiled a long-only equity fund targeting global wealth creator stocks....

Funds management • 18 November 2024

The struggle to recruit specialist expertise in alternative asset classes means senior analyst salaries are surpassing $200,000 as fund managers compete for talent, obser...

Funds management • 18 November 2024

Mason Stevens has tapped Investment Trends’ head of growth, alongside two other hires, to bolster its distribution team. ...

Financial planning • 18 November 2024

South Australian financial advice and accounting business Perks has extended its paid parental leave program from 12 to 26 weeks, putting it on par with big four firms....

Financial planning • 18 November 2024

With the regulator announcing its enforcement focus for 2025 last week, law firm Hall & Wilcox examines the areas which have dropped down the list in priority for the reg...

Financial planning • 18 November 2024

Fund manager GSFM has appointed a key account manager for Queensland, following the appointment of a head of retail distribution last month....

Funds management • 18 November 2024

Investment executives say the benefits of real assets for client portfolios can “absolutely” outweigh the illiquidity risk, provided there is a good understanding of its ...

Funds management • 18 November 2024

Inefficient data processes and systems mean advisers are spending over half of their time on product implementation and administration at the expense of clients, accordin...

Financial planning • 18 November 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