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Wealth managers are underestimating the client demand for alternatives, according to EY, and those who can integrate a full range into investment propositions stand to ga...

Funds management • 27 May 2025

Financial advisory firm Yarra Lane has launched a robotic process automation consulting service, in association with outsourcing specialist Vital Business Partners. ...

Financial planning • 28 May 2025

ASIC has cancelled the AFSL of a Sydney-based advice firm, describing how it demonstrated “competency failures” in its activities. ...

Financial planning • 28 May 2025

Investment Trends has found there is a “significant advice gap” in the number of self-managed superannuation funds using a financial adviser, with trustees citing concern...

Financial planning • 28 May 2025

A subsidiary of Australia’s second-largest advice licensee Count has successfully defended a class action in Federal Court regarding a self-managed superannuation fund....

Financial planning • 28 May 2025

The Coalition has announced a new shadow treasurer and minister for financial services, while Jane Hume will exit the shadow ministry....

Financial planning • 28 May 2025

A panel of ESG experts are urging advisers to lean on specialists to stay informed in a time of widespread misinformation and consider if they are right adviser to deal w...

Financial planning • 28 May 2025

Sydney wealth management firm Altus Financial has appointed a head of risk as the business strengthens its provision of risk advice....

Financial planning • 29 May 2025

Regal Partners is the latest Australian fund manager to explore overseas opportunities, forecasting offshore flows to “grow materially” in 2025....

Funds management • 29 May 2025

A record proportion of women have been appointed to ASX 200 boards in the March quarter, according to the latest Financy Women's Index....

Financial planning • 29 May 2025

Increased demand for private credit has boosted assets under management at MA Financial, and the firm is viewing an “enormous opportunity” to distribute the funds in the ...

Funds management • 29 May 2025

With an existing range of more than 50 passive ETFs locally, the asset management giant is set to launch its first active ETF for Australian advisers and investors next m...

Funds management • 29 May 2025

With only one month to go until the end of the financial year, are current adviser numbers on track to report a gain for 2024–25?...

Financial planning • 29 May 2025

In this episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford are joined by Money Management editor Laura Dew to discuss learnings from JP Morga...

Editorial • 29 May 2025

Zagga, a fully licensed Australian boutique investment manager and non-bank lender, is proud to announce that it has retained a 4-star ‘Superior’ investment grade rating ...

Knowledge Centre • 30 May 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 4 weeks ago

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

4 months ago

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

6 months ago

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

2 weeks 5 days ago

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

2 weeks 4 days ago

The restructure of Insignia Financial’s advice network into two parts could lead to further adviser attrition than initially forecast if advisers shun the salaried model,...

1 week 4 days ago