WT Financial managing director, Keith Cullen, says the firm is looking inward when it comes to M&A, with a focus on helping practices in its network become “bigger, bette...
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Steve Kuper, discuss a whirlwind start to US President...
AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...
ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....
JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market....
Global wealth manager Canaccord Genuity has unveiled five strategic priorities for its wealth management business in Australia as it announces its quarterly results....
Asset managers lacking a presence in private markets will find themselves forced to acquire or partner to survive in 2025, according to this global consultancy....
Nearly 30 financial advisers have joined a new AFSL, with the majority coming from ex-AMP licensee Charter Financial Planning, which is now owned by Entireti....
Generation Development Group has confirmed it is to acquire 100 per cent of Evidentia Group to create a managed account provider with over $25 billion in funds under mana...
GQG Partners saw its funds under management grow by nearly 5 per cent in January to more than US$160 billion, shrugging off outflows experienced after its links with Adan...
Commentators say the lack of transparency in private markets is making it difficult for fund managers and advisers to assess them from an ESG perspective....
Lonsec has appointed a new chief executive for its research and ratings division as Mike Wright takes up a new role in light of the acquisition of Evidentia Group by Lons...
In this episode of Relative Return, host Laura Dew chats with David Russell, chair of the Transition Pathway Initiative, and Tony Campos, head of sustainable investment a...
MA Financial Group has closed its IPO early for the MA Credit Income Trust, having raised a sum 10 per cent higher than its original target....
Recruitment agency Keegan Adams has released its funds management distribution salary guide for 2025, with the role becoming more critical than ever as fund managers targ...
ASIC has cancelled its first AFSL of 2025, taking action against an advice licensee based in Sydney, NSW. ...
Industry bodies have welcomed a government announcement that it will reform the education standards for financial advisers by opening up the number of approved degrees th...
Praemium has added five new multi-asset SMAs to its platform from fintech Briefcase, which are constructed using ASX-listed ETFs to meet rising adviser demand....
Global X has identified five key themes it expects to play out in the ETF space across 2025 with a focus on how investors can enhance income and their portfolio resilienc...
Equity Trustees has partnered with two alternative fund managers as the responsible entity for their latest fund launches. ...
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...