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With a joint venture announced between WT Financial and Merchant Wealth Partners, the firm may have a US background, but partner David Haintz has a long history with Aust...

Financial planning • 31 March 2025

ASIC was active in the first quarter of 2025 with several financial adviser bannings and court action, while the FSCP also handed down outcomes to advisers....

Financial planning • 31 March 2025

The first quarter of the calendar year was a busy period for fund managers launching new ETFs, ranging from cryptocurrency funds to fixed income products....

Funds management • 1 April 2025

Global X’s third gold-focused ETF in Australia has hit the ASX for financial advisers and investors seeking an alternative way to access the commodity. ...

Funds management • 1 April 2025

Betashares has extended its partnership with platform AMP North to create a targeted geared retirement series utilising internally geared ETFs....

Funds management • 1 April 2025

Active ETFs are gaining traction in Asia-Pacific as wealth managers seek to blend the low-cost fees of passive with active management. ...

Funds management • 1 April 2025

Platinum Asset Management and VanEck have both announced name changes to multiple of their ETFs to clarify their complexity....

Funds management • 1 April 2025

The acquisition of Mason Stevens by Adamantem Capital has reached completion, as the wealth platform looks to increase investment into its services for Australian wealth ...

Funds management • 1 April 2025

Digital advice provider Otivo has launched an interactive tool, powered by artificial intelligence and Otivo’s own advice engine, to help answer client questions. ...

Financial planning • 1 April 2025

The alternative investment manager has signalled its intentions to repackage an existing fund into a second private equity vehicle, targeting both listed and unlisted opp...

Funds management • 1 April 2025

The Reserve Bank of Australia has delivered its first rate decision since the introduction of a new board structure last month. ...

Financial planning • 1 April 2025

A $3.5 million settlement for victims of Melissa Caddick has been approved by the Federal Court following an initial agreement last December. ...

Financial planning • 1 April 2025

Money Management examines the share price of financial advice licensees over one year to 31 March, with M&A actions in the final quarter having a positive effect for two ...

Financial planning • 1 April 2025

Nuveen has appointed a global head of estate, a successor to Chris McGibbon who steps down after almost 25 years....

Funds management • 2 April 2025

Boutique investment consulting and research house Genium Investment Partners has announced a senior appointment to drive further growth in its research ratings business....

Funds management • 2 April 2025

Reach Alternative Investments has entered into a strategic partnership with Russell Investments to bolster its wholesale private markets offering for financial advisers a...

Funds management • 2 April 2025

Shadow treasurer Angus Taylor has vowed to introduce a bill to legislate a raft of financial services reforms if the Coalition is elected....

Financial planning • 2 April 2025

Three of Australia’s largest financial advice groups have shared their thoughts with Money Management on whether they would include crypto on their approved product lists...

Financial planning • 2 April 2025

Fund managers may be operating in a squeezed environment, but a salary guide shows they are willing to pay up for specialist talent to diversify their fund range....

Funds management • 2 April 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