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The latest Morningstar asset manager survey believes ETF providers are likely to retain the market share they have gained from active managers. ...

Funds management • 22 April 2025

Australia’s “sophisticated” financial services industry is a magnet for offshore fund managers, according to a global firm....

Funds management • 22 April 2025

Selfwealth’s acquirer, Syfe Group, has said the firm is hopeful of opportunities from the mass affluent population as it believes a gap exists between DIY brokerage and f...

Financial planning • 22 April 2025

As ASIC looks to publish firm-level data on the internal dispute resolution regime, a compliance professional has warned it could have unintended consequences, such as un...

Financial planning • 22 April 2025

With cyber security at AFSLs identified as an ASIC enforcement priority, a technology recruiter has shared what these specialists are expecting to earn in the financial s...

Financial planning • 23 April 2025

An affiliate of Pinnacle Investment Management has expanded its reach with a London office as the fund manager seeks to grow its overseas distribution into the UK and Eur...

Financial planning • 23 April 2025

Macquarie Asset Management has indicated its desire to commit the fast-growing wealth business in Australia by divesting part of its public investment business to Japanes...

Funds management • 23 April 2025

Prime Financial is looking to shed its “sleeping giant” reputation with larger M&A transactions going forward, having agreed to acquire research firm Lincoln Indicators....

Financial planning • 23 April 2025

Insignia Financial has experienced total quarterly net outflows of $1.8 billion as a result of client rebalancing, while its multi-asset flows halved from the prior quart...

Financial planning • 23 April 2025

Lonsec and SQM Research have highlighted manager selection as a crucial risk for financial advisers when it comes to private market investments, particularly due to the c...

Funds management • 23 April 2025

The newly launched high-net-worth offering, Spectrum, has boosted funds under administration at platform Praemium, rising to $62.3 billion....

Financial planning • 24 April 2025

Generation Development Group, parent of Generation Life, has entered the ASX 200, having grown its funds under management to almost $4 billion....

Funds management • 24 April 2025

The Financial Services and Credit Panel has made a decision regarding an adviser who failed to complete their continuing professional development. ...

Financial planning • 24 April 2025

Clime Investment Management has enacted a range of growth initiatives to boost the firm’s reach with wholesale investors and a new approach targeting the retail market....

Funds management • 24 April 2025

With the federal election just days away, how have adviser numbers changed over the last three years of the Labor government?...

Financial planning • 24 April 2025

In this week’s special edition of Relative Return Insider, we bring you outgoing Financial Services Minister Stephen Jones’ keynote from Momentum Media’s Election 2025 ev...

Editorial • 24 April 2025

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

Financial planning • 24 April 2025

Financial advice businesses with a younger, wealthier client base are enjoying higher valuations and increased attention from potential buyers than those with older clien...

Financial planning • 24 April 2025

Bravura chief executive Andrew Russell has announced he will be stepping down from the company, just under two years after his appointment. ...

Financial planning • 28 April 2025

Vanguard has announced a strategic alliance with two US alternative asset managers to develop multi-asset solutions for financial advisers which combine public and privat...

Funds management • 28 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