According to Calastone, 2023 was the first year since 2019 that Australian investors were net sellers of equity funds, as they turned their heads towards the promise of f...

A Victorian accounting firm – in which Count holds a 40 per cent equity stake – has announced the acquisition of an accounting client book through a $1.4 million transact...

GQG Partners has seen a US$7 billion increase in funds under management since the start of 2024....

AZ NGA chief executive, Paul Barrett, has shared why financial advice firms have become more valuable to acquire in the five years since the Hayne royal commission and wh...

A Western Australian financial adviser has launched a petition and called for Financial Services Minister Stephen Jones to increase the portion of the ASIC levy paid by l...

Insignia has looked to a rival licensee for its new chief executive to replace Renato Mota....

In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Andrew Peros, small-cap portfolio manager at Ausbil, about why the market environment indicates the...

BlackRock has promoted Jason Collins from the deputy head of BlackRock Australasia to become its next head of Australia....

Three-quarters of Australian fund selectors maintain that artificial intelligence is here for the long haul, Natixis IM reports, contrasting fears that the technology is ...

JP Morgan Asset Management has launched a new digital portal in Australia based on adviser feedback, enabling them to compare portfolio performance and access investment ...

There remains a “strong appetite” for solo operators in the financial advice space, according to the latest Adviser Ratings Musical Chairs report, making up over half of ...

Sequoia is seeking $3.5 million in damages from Tim McGowen, following the acquisition of Informed Investor in April 2022. ...

The Federal Court has made one of its first decisions on the application of financial services law regarding crypto assets for fintech company Block Earner....

ETFs are becoming increasingly attractive to advisers for their younger clients, according to AUSIEX, as way to provide them with diversification and a balanced portfolio...

Jeremy Cooper, who led a government review into superannuation, has been appointed as a non-executive director at Bennelong Funds Management. ...

With shares down 51 per cent over the last five years and the firm losing its spot as Australia’s largest licensee, Scott Hartley will have a turnaround job ahead of him ...

Wealth Data’s Colin Williams expects financial advice licensees recommencing to be a common trend throughout this year, as nine licensees have restarted over the past fou...

Smaller licensees should be aware that they are just as much on ASIC’s radar as their larger counterparts as increased data and technology means the regulator has greater...

Advisory and asset management group Prime Financial has announced it will acquire a fund management platform and its two funds as it seeks to launch a diversified alterna...

A new US ad campaign is criticising Vanguard, which has previously received two greenwashing notices from ASIC, for its alleged role in “fueling the climate crisis” thro...