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High-performing advice firms in Australia have a strong client conversion rate, according to Dimensional, and work quicker than global peers to onboard them and begin gen...

Financial planning • 30 May 2025

GSFM is to launch two multimanager private markets funds in the fourth quarter of 2025, described as a “one-stop solution” for retail and wholesale investors....

Funds management • 2 June 2025

The latest episode of Relative Return sees host Laura Dew chat with Brian Jones, founder of outsourcing company VA Platinum, on why choosing to outsource certain function...

Editorial • 2 June 2025

Three Aussie fund managers have shared why they opted to expand their distribution to New Zealand, with adviser engagement rather than platforms crucial to achieving succ...

Features • 2 June 2025

The corporate regulator has uncovered widespread failings in the compliance frameworks of responsible entities overseeing nearly $1 trillion in managed funds, warning tha...

Funds management • 2 June 2025

Apostle Funds Management has announced a partnership with a US-based investment manager as well as appointed Adam Camillo as its new chief operating officer. ...

Funds management • 2 June 2025

Wealth manager LGT Crestone has successfully completed its acquisition of Commonwealth Bank’s high-net-worth financial advisory business, bringing across some $5 billion ...

Financial planning • 2 June 2025

Two-thirds of Australians would like to see legislative change to enhance the accessibility of financial advice, according to CFS, with those aged 40–49 being the most ea...

Financial planning • 2 June 2025

Ironbark Investment Partners has acquired a Sydney-based family office business as it looks to double down on the delivery of high-net-worth advice....

Financial planning • 2 June 2025

The financial services software firm has confirmed the finalised sale of its superannuation business to Apex Group as it increases focus on other key functions within the...

Financial planning • 2 June 2025

With LGT Crestone completing its acquisition of CBA’s advice firm this week, advice deals in the second quarter of 2025 are already outpacing the previous one with one mo...

Financial planning • 2 June 2025

An active ETF run by InvestSMART is changing its mandate to include exposure to global equities as it believes growth opportunities have become harder to find in Australi...

Funds management • 3 June 2025

The new ETF provider has appointed its inaugural chief operating officer, the latest Global X employee to move over to the company....

Funds management • 3 June 2025

AUSIEX has completed its acquisition of fixed income provider FIIG Holdings, aiming to increase the number of products and services it offers for advisers....

Funds management • 3 June 2025

ESG professionals are reporting salaries as high as $500,000, with the ESG hiring space welcoming greater stability following a transformative period....

Funds management • 3 June 2025

Advised individuals are exhibiting higher optimism and confidence regarding their retirement, SSGA has found, with Australia ranking second for retirement preparedness....

Financial planning • 3 June 2025

Managing director of credit and fixed income, Michael Korber, is set to retire after more than 20 years with Perpetual and the firm has promoted an internal successor....

Funds management • 3 June 2025

With more than 4,600 advisers yet to meet the qualifications standards, the corporate regulator has once again urged relevant providers to check their Financial Advisers ...

Financial planning • 3 June 2025

The days of financial advisers being “all things to all people” are behind us, according to this founder, as the cost to serve passes $4,000....

Financial planning • 3 June 2025

Acadian Asset Management has launched an emerging markets equity fund for wholesale investors and intends to add it to platforms in due course....

Funds management • 4 June 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

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

3 weeks 4 days 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. ...

1 day 5 hours ago

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

3 weeks 3 days ago