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There have been strong numbers of returning advisers this year so far, according to Wealth Data, already surpassing the same period for 2024....

Financial planning • 8 May 2025

The FAAA is calling for regulators to take a partnership approach with financial advisers regarding incoming legislation, rather than treating the industry as “guinea pig...

Financial planning • 8 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

Adviser Ratings’ latest financial landscape report finds there is a demographic of advice practices achieving an average revenue of $5 million, with only 3 per cent of pr...

Financial planning • 8 May 2025

GQG Partners has reported its fourth consecutive month of gains, bringing total funds under management to US$163.6 billion....

Funds management • 9 May 2025

Northern Trust Asset Management has promoted two individuals to the position of global co-chief investment officers....

Funds management • 9 May 2025

Advisers sought to capitalise on market turbulence caused by US President Donald Trump’s tariffs in April, according to AUSIEX, with international ETFs remaining a popula...

Funds management • 9 May 2025

The latest annual compliance survey from law firm Holley Nethercote has found licensees are reducing their annual compliance spending, but future DBFO reform could see th...

Financial planning • 9 May 2025

Private wealth manager LGT Crestone has shared how the firm is utilising private debt strategies via a satellite approach and encouraged advisers to look beyond domestic ...

Financial planning • 9 May 2025

The director of Ascent Investment and Coaching, Michael Dunjey, has been charged with 33 criminal offences. ...

Financial planning • 9 May 2025

Those financial advice practices which are seeing the strongest profitability and revenue growth share four similar characteristics in how they run their businesses. ...

Financial planning • 9 May 2025

In this episode of Relative Return, host Laura Dew chats with Andrew Lockhart, managing partner at Metrics Credit Partners, about the case for private debt, a fast-growin...

Editorial • 12 May 2025

Colonial First State has chosen Franklin Templeton specialist investment manager, Martin Currie Australia, to manage a mandate on its FirstChoice platform....

Funds management • 12 May 2025

Three fund managers have been added as underlying managers for the Third Link Growth Fund, an Australian equity fund donating its fee to charity. ...

Funds management • 12 May 2025

In response to adviser feedback, AMP’s North platform has announced further enhancements to streamline the way advisers manage and action client requests on-platform....

Financial planning • 12 May 2025

As the ESG and sustainable investment market undergoes greater consolidation, three commentators explore how financial advisers can explain a fund closure or renaming to ...

Financial planning • 12 May 2025

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

Financial planning • 12 May 2025

Consulting firm Bain & Company has shared how it believes the wealth management industry can be transformed and three questions firms should consider. ...

Financial planning • 12 May 2025

Advisers need to closely scrutinise how much volatility exists in private assets during their portfolio construction and how this is demonstrated by the providers, accord...

Financial planning • 12 May 2025

While fund managers are eager to launch active ETFs to appeal to advisers, EY has found two-thirds of ETF flows are going into extremely cheap passive offerings with an e...

Funds management • 13 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 2 weeks ago

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

5 months 2 weeks ago

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

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 6 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 5 days ago