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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

Less than one-third of Australian business owners have an ongoing advice relationship, according to NAB Private Wealth, highlighting an unmet opportunity for the advice p...

Financial planning • 8 May 2025

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
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months ago

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

4 months 1 week ago

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

6 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 days ago

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

4 weeks ago

The corporate regulator has cancelled the AFSL of a Queensland-based financial services provider, having held the licence since mid-2016....

3 weeks 6 days ago