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The Australian financial advice industry has risen by more than 20 advisers this week, with nearly half joining WT Financial and Sequoia....

Financial planning • 23 January 2025

Entireti, Australia’s largest financial advice licensee owner, has welcomed its first chief investment officer to drive its research and investment services team....

Financial planning • 24 January 2025

The growth of active ETFs is placing strain on technology providers, according to Calastone, as vehicles become more complex. ...

Funds management • 24 January 2025

Culture clashes and differing management styles are among the reasons why, recruiters tell Money Management, they see employees changing jobs post-M&A activity. ...

People & Products • 24 January 2025

New Zealand-headquartered fund manager Milford Asset Management has appointed a new chief executive to replace Mark Ryland who departs after 11 years. ho departs after 11...

Funds management • 24 January 2025

Brisbane-based Wealth Architects has announced two acquisitions as it continues its path into regional Australia and branches out into life insurance. ...

Financial planning • 24 January 2025

The corporate regulator has announced its first adviser banning of the year with the permanent ban of a Queensland-based former adviser that was sentenced to seven years’...

Financial planning • 24 January 2025

Clime Investment Management has declared a small profit in the December quarter following a statutory loss of $3.8 million in FY24 and subsequent shareholder backlash....

Funds management • 24 January 2025

Stellan Capital’s new CEO Jim DeCarlo says he will use his US experience to organically double the firm’s assets to $2 billion within 18 months, and believes overseas PE ...

Financial planning • 24 January 2025

The investment manager has launched a new active ETF product on the ASX based on an existing Martin Currie fund for investors seeking stable and growing income streams....

Funds management • 28 January 2025

Celebrate excellence at the Fund Manager of the Year Awards 2025. Register now to be the first to know about upcoming award details. ...

Funds management • 28 January 2025

Insignia Financial has looked internally to appoint its chief technology officer, completing the executive team announced to implement its new operating model last July. ...

Financial planning • 28 January 2025

Advice veteran Paul Harding-Davis is to step down from Brisbane licensee AdviceIQ Partners after eight years, and the business has appointed a new general manager. ...

Financial planning • 28 January 2025

The platform market is more likely to grow than consolidate in the upcoming years, according to platform expert Recep Peker, as the adviser cohort becomes a valuable targ...

Financial planning • 28 January 2025

With Finchley & Kent coming in second place for adviser growth in 2024, its managing director shares why word-of-mouth referrals have been critical to its success....

Financial planning • 28 January 2025

Two Australian asset managers – K2 Asset Management and East Coast Capital Management – have each welcomed a female chief executive to lead the respective firms....

Funds management • 29 January 2025

Managed investment platform DomaCom has strengthened its leadership capability with a flurry of executive hires and internal promotions, including a new CFO....

Funds management • 29 January 2025

Deal values for APAC asset and wealth management companies surged 76 per cent in 2024 to almost $100 billion, according to PwC, while three factors are driving growth for...

Funds management • 29 January 2025

The widespread use of alternatives could lead to erosion of the very elements that make them alternatives, according to EY, as fund managers make them more palatable to r...

Funds management • 29 January 2025

Franklin Templeton is to get rid of its Martin Currie branding and fold them into the wider group under ClearBridge Investments and Franklin Equity Group....

Funds management • 29 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 2 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 ago

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

3 weeks 5 days ago