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Bennelong Funds Management chief executive, John Burke, has shared the firm’s priorities for 2025 including offering its responsible entity service to third parties....

Funds management • 9 January 2025

With next-generation heirs unlikely to retain their family’s financial advisers after receiving an inheritance, Capgemini has explored how firms can work with younger gen...

Financial planning • 9 January 2025

The Financial Services Council has appointed Justine Earl-Smith as executive director for commercial partnerships and growth, a newly created role for the organisation....

People & Products • 9 January 2025

Platinum Asset Management has released its latest funds under management, with outflows notably improving from the $841 million lost in November. ...

Funds management • 9 January 2025

Moody’s has painted an optimistic picture for alternative asset managers in the year ahead, with lower interest rates and deregulation likely to prove supportive for thei...

Funds management • 9 January 2025

More than 30 advisers fell off the FAR during the Christmas and New Year period, according to Wealth Data, with half of these coming from licensee giant Entireti....

Financial planning • 9 January 2025

Insignia Financial has issued a statement to the ASX regarding a potential bid from a third global private equity business to acquire the firm....

Financial planning • 10 January 2025

As Capgemini recommends artificial intelligence be used for hyper-personalised advice strategies, two professionals explore the impact it is having on advisory practices....

Financial planning • 10 January 2025

State Street Global Advisors has shared three tips for financial advisers when it comes to their portfolio construction for the year ahead as 60/40 portfolios face hurdle...

Funds management • 10 January 2025

VanEck has named international equity ETFs as “the clear frontrunner in 2024”, with the asset class accounting for over 40 per cent of the industry’s total net flows duri...

Funds management • 10 January 2025

Alternative asset managers may view the retail and intermediary market as a “frontier for growth”, but figures from EY show 40 per cent say they plan to invest “nothing” ...

Funds management • 10 January 2025

Preliminary results from Wealth Data for the 2024 calendar year have unveiled which licensees reported the highest growth and losses in adviser numbers....

Financial planning • 10 January 2025

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

Financial planning • 13 January 2025

Six months on from HMC Capital’s acquisition of Payton Capital, Money Management takes a look at what the firm has achieved following the deal....

Funds management • 13 January 2025

Managed investment platform DomaCom has appointed an experienced artificial intelligence leader as its new chair, joining from the same firm as its newly appointed chief ...

Funds management • 13 January 2025

Sequoia Financial Group has flagged a major rebranding of its two financial news sites, following court proceedings last year....

Financial planning • 13 January 2025

Perth financial advice firm Wealth Management Partners has merged with global financial services firm Gallagher....

Financial planning • 13 January 2025

Following the departure of its chief marketing officer last year, AMP has appointed a successor to take up the position with the appointment coming from the US....

People & Products • 13 January 2025

The number of members expelled from the Australian Financial Complaints Authority almost doubled between 2023 and 2024, according to internal data. ...

Financial planning • 13 January 2025

The Perth-based advice practice has welcomed a private wealth adviser and senior paraplanner to its ranks amid its strategic shift towards wealth transfer strategies. ...

Financial planning • 14 January 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks 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 ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days 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 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago