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With GCQ Funds Management and Lakehouse Capital making their recent ETF debuts, the two fund managers unpack why financial advisers are essential to their respective laun...

Funds management • 29 April 2025

TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP de...

Financial planning • 29 April 2025

Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country....

Financial planning • 29 April 2025

Two former senior Global X employees have launched their own ETF provider, ETF Shares, focused on offering index ETFs for advisers and retail investors....

Funds management • 29 April 2025

As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?...

Financial planning • 29 April 2025

As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to re...

Financial planning • 29 April 2025

The bank and financial services firm has appointed its next CEO for Australia and New Zealand, while its previous chief for the region takes up a new position....

Funds management • 30 April 2025

Five Australasian sustainable funds closed in the last quarter, according to Morningstar, while 39 per cent of all strategies saw outflows during the period....

Funds management • 30 April 2025

Industry body SIAA has said the falling number of financial advisers in Australia is a key issue impacting the attractiveness and investor participation of both public an...

Financial planning • 30 April 2025

The alternative asset manager has expanded its Singapore office with a head of Asian distribution, representing a “critical step” for the Asian business, where it is seek...

Funds management • 30 April 2025

JP Morgan Asset Management has appointed an ETF specialist from Vanguard as it seeks to expand its ETF range....

Funds management • 30 April 2025

With wealth management M&A appetite only growing stronger, Business Health has outlined the major considerations for buyers and sellers to prevent unintended misalignment...

Financial planning • 30 April 2025

Frontier Advisors has bolstered its Japanese footprint through a partnership with the $350 billion asset management arm of Nippon Life Insurance Company....

Funds management • 1 May 2025

Count Gold Coast, an equity partner of Count, has entered into binding agreements to acquire clients of two accounting businesses, providing new opportunities for its fin...

Financial planning • 1 May 2025

Platinum Asset Management has announced it is in discussions with a global alternatives fund manager regarding a possible merger to create an $18 billion firm. ...

Funds management • 1 May 2025

With the election taking place on Saturday (3 May), Adviser Ratings examines how the two major parties could shape the advice industry in the future....

Financial planning • 1 May 2025

AUSIEX has announced it will acquire FIIG, a specialist fixed income provider with $4.5 billion in funds under advice....

Funds management • 1 May 2025

The Financial Services and Credit Panel has made a written order to a relevant provider after it gave advice regarding non-concessional contributions. ...

Financial planning • 1 May 2025

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. ...

Financial planning • 1 May 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 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 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago