Bennelong Funds Management chief executive, John Burke, has shared the firm’s priorities for 2025 including offering its responsible entity service to third parties....
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...
The Financial Services Council has appointed Justine Earl-Smith as executive director for commercial partnerships and growth, a newly created role for the organisation....
Platinum Asset Management has released its latest funds under management, with outflows notably improving from the $841 million lost in November. ...
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...
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....
Insignia Financial has issued a statement to the ASX regarding a potential bid from a third global private equity business to acquire the firm....
As Capgemini recommends artificial intelligence be used for hyper-personalised advice strategies, two professionals explore the impact it is having on advisory practices....
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...
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...
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” ...
Preliminary results from Wealth Data for the 2024 calendar year have unveiled which licensees reported the highest growth and losses in adviser numbers....
Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....
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....
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 ...
Sequoia Financial Group has flagged a major rebranding of its two financial news sites, following court proceedings last year....
Perth financial advice firm Wealth Management Partners has merged with global financial services firm Gallagher....
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....
The number of members expelled from the Australian Financial Complaints Authority almost doubled between 2023 and 2024, according to internal data. ...
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. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...