A new co-portfolio manager has joined Tyndall Asset Management to help strengthen the performance of its small companies portfolio. ...

There is growing divergence between institutional and retail investors in their enthusiasm towards equities, according to Bank of America, with retail sentiment being “un...

Regal Funds Management saw total net inflows of $2.1 billion during 2024, with flows primarily going into long/short equities and multistrategy vehicles. ...

Advisers may assume Gen Z and Millennials are less financially savvy than their older peers, but NAB has found they are actively engaging in “buy the dip” strategies when...

The FSC has announced 15 proposals ahead of the federal election which it hopes will increase the competitiveness of Australia’s financial services sector, including six ...

As DBFO reforms around fees take effect, Adviser Ratings explores how advice businesses can adopt more transparent and client-centric pricing models in 2025....

Insignia Financial has announced total quarterly net inflows of $2.3 billion as well as a third bid from Bain Capital. ...

New adviser and licensee relationships have helped Netwealth to expand its business pipeline in the latest quarter as it reports $4.5 billion in quarterly inflows....

Praemium has seen its highest net inflows in over two years for Q2 FY25 as its Powerwrap platform returns to inflows after five consecutive quarterly outflows....

There has been a “noticeable uptick” in the use of smart beta ETFs by advisers and sophisticated investors, according to Betashares, who are using the vehicles to take co...

Numbers are in for 2024, with Wealth Data confirming how many advisers left during the calendar year and which business models saw the largest growth in terms of new lice...

Two financial advice professionals have shared their tips for success when building an effective Professional Year program as more advisers look to bring on junior staff ...

Donald Trump’s presidency has already begun reshaping the corporate and political landscape in the US, with executive orders rolling back diversity, equity, and inclusion...

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

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

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

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

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...

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

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’...