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Advice licensee Centrepoint Alliance has acquired the financial advice book of superannuation fund Brighter Super and will become the preferred partner to provide advice ...

Financial planning • 16 April 2025

Despite reporting strong quarterly results, Morningstar forecasts initial tailwinds benefiting the platform in recent years are likely to fall away for HUB24 in the next ...

Financial planning • 16 April 2025

Ethical investment manager Australian Ethical has cited the ongoing challenging market environment for its modest decrease in assets over the latest quarter....

Funds management • 16 April 2025

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

Financial planning • 16 April 2025

Clime Investment Management has welcomed an independent director to its board, which follows a series of recent appointments at the company....

Funds management • 16 April 2025

Having rejected the possibility of an IPO, Mason Stevens’ CEO details why the wealth platform went down the PE route and how it intends to accelerate its growth ambitions...

Financial planning • 16 April 2025

A judge has detailed how individuals lent as much as $1.1 million each to former financial adviser Anthony Del Vecchio, only learning when they contacted his employer tha...

Financial planning • 16 April 2025

The premier awards night for the wealth management industry...

Upcoming event • 17 April 2025

Insignia Financial has provided an update on the status of its private equity bidders as an initial six-week due diligence period comes to an end....

Financial planning • 17 April 2025

Net cash flow on AMP’s platforms saw a substantial jump in the last quarter to $740 million, while its new digital advice offering boosted flows to superannuation and inv...

Financial planning • 17 April 2025

The real estate investment manager has positioned the APAC region for future growth with an internal promotion to the newly created role of deputy head of Asia Pacific....

Funds management • 17 April 2025

Investment information firm Equity Story has signed a binding heads of agreement to acquire South Australian financial advisory and stockbroker Baker Young for $4.2 milli...

Financial planning • 17 April 2025

Negative market movements, coupled with net outflows, have prompted a near $6 billion decline for Challenger’s funds management business in Q3....

Funds management • 17 April 2025

Momentum Media’s wealth publishing network – comprising InvestorDaily, ifa, SMSF Adviser, Money Management, and Super Review – is proud to launch the annual Australian We...

Financial planning • 17 April 2025

The financial advice industry has enjoyed another week of strong new entrant numbers, totalling nearly 40 for the past fortnight, thanks to the latest exam passes....

Financial planning • 17 April 2025

In this week’s episode of Relative Return Unplugged, Dr Vladimir Tyazhelnikov from the University of Sydney’s School of Economics joins the show to break down the shiftin...

Editorial • 17 April 2025

Private markets secondaries specialist Coller Capital has appointed an Australian and New Zealand director who will work closely with private wealth managers and family o...

Funds management • 22 April 2025

Having already completed three major sales, Iress has announced its latest divestment following a strategic review conducted during its transformation program....

Financial planning • 22 April 2025

Rose Partners, which has a strategic partnership with AZ NGA, has purchased an advisory and accounting business based in Queensland to drive its expansion....

Financial planning • 22 April 2025

Prime Financial Group has expanded its reach into wealth management by over 3,000 investors with a binding agreement to acquire investment research and fund management bu...

Funds management • 22 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 1 day 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