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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...

Financial planning • 6 February 2025

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...

Editorial • 6 February 2025

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

Superannuation • 7 February 2025

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

Financial planning • 7 February 2025

JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market....

People & Products • 7 February 2025

Global wealth manager Canaccord Genuity has unveiled five strategic priorities for its wealth management business in Australia as it announces its quarterly results....

Financial planning • 7 February 2025

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....

Funds management • 7 February 2025

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....

Financial planning • 7 February 2025

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...

Funds management • 10 February 2025

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...

Funds management • 10 February 2025

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....

Features • 10 February 2025

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...

Funds management • 10 February 2025

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...

Editorial • 10 February 2025

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....

Funds management • 10 February 2025

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...

Funds management • 10 February 2025

ASIC has cancelled its first AFSL of 2025, taking action against an advice licensee based in Sydney, NSW. ...

Financial planning • 10 February 2025

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...

Financial planning • 10 February 2025

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....

Funds management • 11 February 2025

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...

Funds management • 11 February 2025

Equity Trustees has partnered with two alternative fund managers as the responsible entity for their latest fund launches. ...

Funds management • 11 February 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