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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...

Features • 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

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

Trading platform Selfwealth has officially delisted from the ASX, marking the final step of Svava’s acquisition plans as it implements a scheme of arrangement....

Funds management • 8 May 2025

The global asset manager is launching its second alternatives fund for Australian wealth clients, focusing on private equity investment opportunities....

Funds management • 8 May 2025

BlackRock has taken a $25 million stake in Generation Development Group as the two firms announce a strategic alliance to design and distribute tailored retirement soluti...

Funds management • 8 May 2025

The US dollar has been making headlines in 2025, caught up in the Trump Administration’s efforts to restructure the global economy through tariffs and other trade barrier...

Expert Analysis • 8 May 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week 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 5 days 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 3 days ago

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...

2 weeks 2 days ago