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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

US alternative credit manager Apollo Global Management is viewing Australia as a “priority market”, as it launches a fund for Australian wholesale investors with Channel ...

Funds management • 7 May 2025

With the ESG label often causing confusion among investors, Nanuk Asset Management has encouraged financial advisers to use more plain, specific language with their clien...

Financial planning • 7 May 2025

Former national business growth manager at AMP Advice has taken a new role at Sequoia Financial Group....

Financial planning • 7 May 2025

There are “multiple black swan events” threatening the financial advice industry currently, according to the FAAA’s Phil Anderson, potentially running up the compensation...

Financial planning • 7 May 2025

Despite the government agreeing to replace SOAs with CARs, the FAAA and SIAA believe greater streamlining of documentation is needed for the change to have a positive imp...

Financial planning • 7 May 2025

In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack the political and economic implications of the Labor’s sweepi...

Editorial • 8 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 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....

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 1 day ago