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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...

Financial planning • 5 June 2025

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

Financial planning • 5 June 2025

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 ...

Editorial • 5 June 2025

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. ...

Financial planning • 5 June 2025

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...

Funds management • 6 June 2025

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. ...

Financial planning • 6 June 2025

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

Financial planning • 6 June 2025

In the same way psychologists offer guidance amid volatile periods, financial advisers also provide emotional counsel to clients during market swings, says Escala Partner...

Financial planning • 6 June 2025

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

Financial planning • 6 June 2025

Link Wealth has acquired a Queensland advice firm, its first presence in the state, as it believes the state is “underserved” with financial advice....

Financial planning • 6 June 2025

The Australian wealth management group has looked to competitor UBS to replace its outgoing chief operating officer, who departs after 15 years in the C-suite role....

Financial planning • 6 June 2025

The Financial Advice Association Australia has confirmed it has met with newly appointed Minister for Financial Services, Daniel Mulino, to discuss DBFO and the CSLR....

Financial planning • 6 June 2025

Australia’s financial services sector is a clear frontrunner for the integration of AI, PwC findings reveal, with these skills becoming more democratised across the broad...

Funds management • 6 June 2025

Data and technology provider Novigi has acquired Iress’ superannuation consulting and managed services business from Apex Group. ...

Superannuation • 10 June 2025

Trading platform AUSIEX has shared the most bought individual ASX share by advised investors in May as well as by advised self-managed superannuation funds....

Financial planning • 10 June 2025

Advisers are eager to increase their fixed income allocations but ETF provider VanEck believes there is a section within the asset class that is being overlooked in the s...

Funds management • 10 June 2025

World Gold Council data shows Australia has invested $356 million into gold ETFs since the start of 2025 as investors seek defensiveness, but which ETF is seeing the best...

Funds management • 10 June 2025

Perpetual has signed a letter of intent with global private markets giant Partners Group to explore new investment products that combine both public and private assets....

Funds management • 10 June 2025

Advisers may think they are being compliant with the regulation but for their clients, it is often communication that can cause the biggest headache in their adviser rela...

Financial planning • 10 June 2025

The former chief executive of failed stockbroker BBY has been charged in relation to the alleged dishonest conduct of the firm....

Financial planning • 10 June 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

4 months 2 weeks ago

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

6 months 2 weeks 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 week 1 day ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week ago

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

2 weeks 2 days ago