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 ...
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...
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?...
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...
According to Adviser Ratings, financial advice firms must ensure they think strategically about the use of offshore or third-party operations rather than just consider th...
Russell Investments has promoted its global chief investment strategist to an APAC role which will see him relocate from London to Sydney. ...
Self-licensing specialist My Dealer Services has argued the only way to improve numbers in the financial advice sector is to further slash red tape, which is preventing a...
Attempts to simplify advice documentation are unlikely to succeed unless advisers are confident they can produce shorter documents without fear of regulatory penalisation...
BT’s technical team has unveiled the top five topics shaping financial adviser conversations for the March quarter, ranging from regulatory changes to taxation issues....
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 ...
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...
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....
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...
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...
The corporate regulator has uncovered widespread failings in the compliance frameworks of responsible entities overseeing nearly $1 trillion in managed funds, warning tha...
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. ...
Wealth manager LGT Crestone has successfully completed its acquisition of Commonwealth Bank’s high-net-worth financial advisory business, bringing across some $5 billion ...
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...
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....
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...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...