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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

Index provider MSCI has unveiled two measures to make it easier for financial advisers and wealth managers to access transparent insights into private assets. ...

Funds management • 28 April 2025

Independent investment manager Copia Investment Partners has appointed Adam Tweedale to its distribution team, working with advisers across Victoria, Western Australia, a...

Financial planning • 28 April 2025

ASIC has cancelled the AFSL of a Perth financial services firm following payments to its clients by the Compensation Scheme of Last Resort after a failed managed investme...

Financial planning • 28 April 2025

Perpetual Wealth Management has hired two advisers from Ord Minnett as part of five hires, just weeks after the rival firm announced it had picked up six from Perpetual P...

Financial planning • 28 April 2025

Private wealth manager Escala Partners has launched an end-to-end investment platform to strengthen its alternatives capability as clients seek sophisticated vehicles. ...

Financial planning • 28 April 2025

Advisers at DOD Bookkeeping, which received an $11 million penalty last week, received as much as 40 per cent of their remuneration via a bonus when clients purchased a p...

Financial planning • 28 April 2025

ETF provider Global X is set to launch its latest ETF, focused on artificial intelligence infrastructure. ...

Funds management • 29 April 2025

With GCQ Funds Management and Lakehouse Capital making their recent ETF debuts, the two fund managers unpack why financial advisers are essential to their respective laun...

Funds management • 29 April 2025

TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP de...

Financial planning • 29 April 2025

Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country....

Financial planning • 29 April 2025

Two former senior Global X employees have launched their own ETF provider, ETF Shares, focused on offering index ETFs for advisers and retail investors....

Funds management • 29 April 2025

As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?...

Financial planning • 29 April 2025

As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to re...

Financial planning • 29 April 2025

The bank and financial services firm has appointed its next CEO for Australia and New Zealand, while its previous chief for the region takes up a new position....

Funds management • 30 April 2025

Six Australasian sustainable funds closed in the last quarter, according to Morningstar, while 39 per cent of all strategies saw outflows during the period....

Funds management • 30 April 2025

Industry body SIAA has said the falling number of financial advisers in Australia is a key issue impacting the attractiveness and investor participation of both public an...

Financial planning • 30 April 2025

The alternative asset manager has expanded its Singapore office with a head of Asian distribution, representing a “critical step” for the Asian business, where it is seek...

Funds management • 30 April 2025

JP Morgan Asset Management has appointed an ETF specialist from Vanguard as it seeks to expand its ETF range....

Funds management • 30 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 3 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 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago