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

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....

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 ...

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....

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

Schroders has listed an active ETF version of the Global Core Fund while making fee and distribution changes to its existing Real Return Active ETF in response to investo...

Netwealth’s chair Tim Antonie is set to depart after a decade spent on the board, with the firm naming his successor who will take up the position this September....

Stockspot data has uncovered the top Australian suburbs boasting the greatest percentage of sustainable investors for financial advisers targeting these clients....

Reacting to ASIC’s public and private markets discussion paper, research houses BondAdviser and SQM Research have detailed how they believe investors can be better protec...

Wealth management is facing a “fundamental transformation” as 81 per cent of next-gen inheritors have said they will likely switch away from their parents’ wealth manager...

Magellan Financial Group has reported a consecutive monthly AUM increase for only the second time in the FY24–25 financial year. ...

The $13 billion ethical investment manager has named its new head of equities, who previously spent 12 years at Perpetual....

Advice practices with up-to-date business plans are twice as likely to achieve high profitability, according to Adviser Ratings, but getting stuck in development mode can...

With the Selfwealth acquisition under its belt, APAC investment platform Syfe has shared how it is investing in a hybrid financial advice model to target mass affluent Au...

National licensee Capstone Financial Planning has welcomed an executive manager for growth and development, while wealth manager Cameron Harrison has brought a new chair ...

In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack Australia’s underwhelming March quarter GDP figures and what ...

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. ...

High-net-worth investors and family offices are sustaining the rising demand for private equity investments, Schroders has unpacked, offering less volatility and the pote...

Over 20 per cent of advisers plan to increase their allocations to private equity and credit in the next six months as they grow bearish on US and Australian equities. ...

Initially developed more than two decades ago, Fitzpatricks Advice Partners has “revamped and relaunched” its flagship development program....