With SMAs and MDAs being “the most powerful strategy” advisers can employ in their business, this CEO examines why the latter offers a sweet spot between efficiency and c...

Merlon Capital Partners has made multiple appointments to its business, including the former chief executive of AMP and two investment specialists from Platinum Asset Man...

Following ASIC’s report into AFSLs’ adoption of AI last year, two DASH executives have urged financial advice practices to consider AI within their risk governance framew...

Former financial adviser Bradley Grimm has lost his appeal to have his sentence overturned in the Supreme Court of Victoria after judges ruled the conditions were “lenien...

With email being the most-commonly used method of adviser communication with their clients, sharing sensitive documents can come with risk of cybercrime, writes Greg Hans...

With alternative funds being described as “impossible” for fund managers to target towards advisers without the support of BDMs for education, Money Management explores t...

Insignia Financial has reported a statutory net loss after tax of $17 million in its first half results, although the firm has noted cost optimisation means this is an im...

Platform Netwealth has reported its financial results for the first half of FY25, reporting an 80 per cent increase in net flows, with its CEO viewing a “huge opportunity...

Schroders Australia has launched two active ETFs and plans to further expand its listed range over the year ahead. ...

Insignia Financial chief executive Scott Hartley has detailed whether the firm will be selecting an exclusive bidder for the second phase of due diligence as it awaits re...

Magellan Financial Group has reported its first half FY25 results while appointing a new chief financial officer and promoting Sophia Rahmani to chief executive....

Selfwealth has provided an update on the status of its scheme implementation deed with Bell Financial Group as well as whether rival bidder Svava remains in the picture. ...

Sequoia Financial Group has declined by five financial advisers in the past week, four of whom have opened up a new AFSL, according to Wealth Data....

On this episode of Relative Return Unplugged, host Maja Garaca Djurdjevic is joined by AMP’s chief economist Shane Oliver to break down the Reserve Bank of Australia’s lo...

Investment Trends has named HUB24 as the top investment platform in terms of overall functionality for the third year in a row....

With United Global Capital expected to constitute a substantial portion of CSLR compensation in FY25–26, what has AFCA ruled in its determinations on the company so far?...

MA Financial’s AUM surpassed $10 billion in its 2024 full-year results, as the alternative asset manager looks to achieve $15 billion in AUM by the end of next year....

Nikko Asset Management has formed a joint venture with an Asian private asset manager, the latest in a series of alternatives deals by fund managers....

Financial advisers who wish to implement artificial intelligence in their practices need to undergo a change in their mindset as to how they use technology....

As Viola Private Wealth continues on its growth trajectory, the wealth management firm has appointed a seasoned investment professional to be its first chief investment o...