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Having taken some “quite tough medicine” during its 18-month transformation program, Iress is now doubling down on organic growth in the delivery of its wealth technologi...

Financial planning • 2 May 2025

A potential deal between Platinum Asset Management and L1 Capital may unlock cross-selling benefits but will be unlikely to reverse structural challenges facing active ma...

Funds management • 2 May 2025

ASIC has cancelled the AFSL of global advisory group Brite Advisors after compensation was paid to an individual by the Compensation Scheme of Last Resort....

Financial planning • 5 May 2025

Clime Investment Management has been appointed by a US investment firm to manage a portion of its multi-asset fund with managing director Michael Baragwanath hopeful that...

Funds management • 5 May 2025

Sydney investment manager Vado Private has welcomed a new director and head of funds management to its team as it seeks to grow its presence in the Australian private cre...

Funds management • 5 May 2025

Betashares and Global X have announced they will both be launching new products focused on defined income bonds and Chinese technology, respectively. ...

Funds management • 5 May 2025

Private equity players’ rising interest in Australian financial services is driving an uptick in job vacancies as acquirers bring on new staff, leaving sellers to questio...

Financial planning • 5 May 2025

Advice licensee Finchley & Kent has announced a strategic partnership with technology firm Padua Solutions as licensees are encouraged to broaden their tech usage....

Financial planning • 5 May 2025

The advice community has reacted to the re-election of the Labor Party for a second term and called on the incoming Minister for Financial Services to take “decisive acti...

Financial planning • 5 May 2025

The corporate regulator has officially launched its new digital portal for financial services businesses submitting AFSL applications, offering a more “efficient, modern ...

Financial planning • 5 May 2025

Private markets may be the hot topic of the day but two financial advisers have shared the red flags to consider and why advisers shouldn’t be tempted to invest solely in...

Financial planning • 5 May 2025

Platinum Asset Management has lost a near-$1 billion institutional mandate as data shows its funds under management fell below $10 billion in April. ...

Funds management • 6 May 2025

First Sentier Investors has hired its incoming chief financial and strategy officer to drive growth, having also confirmed its entry into the Australian ETF market last m...

Funds management • 6 May 2025

Having officially opened its doors, ETF Shares – led by three former Global X employees – has now launched its first three ETF vehicles on Cboe Australia for financial ad...

Funds management • 6 May 2025

Funds under administration on the BT Panorama platform have passed $120 billion in the last six months as it progresses its migration of Asgard into the platform....

Financial planning • 6 May 2025

Magellan Financial Group experienced $1 billion in net outflows during April but managed to offset this and report a rise in FUM, having also announced its fourth fund fr...

Funds management • 6 May 2025

Morgans chief executive, John Clifford, has announced he will step down from the wealth management group after eight years leading the business. ...

Financial planning • 6 May 2025

Two commentators have shared why the inclusion of alternatives in a diversified portfolio shouldn’t be a simple switch with a traditional asset and will depend heavily on...

Financial planning • 6 May 2025

The investment manager has launched a new scholarship and career development program to promote women entering the asset management industry....

Funds management • 7 May 2025

Advice technology firm GBST has upgraded its WealthConnect platform to meet the evolving needs of advisers....

Financial planning • 7 May 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 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....

4 weeks 1 day ago

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

3 weeks ago