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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

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...

Funds management • 4 June 2025

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....

Financial planning • 4 June 2025

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

Financial planning • 4 June 2025

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...

Funds management • 4 June 2025

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...

Financial planning • 4 June 2025

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

Funds management • 5 June 2025

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

Funds management • 5 June 2025

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...

Financial planning • 5 June 2025

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
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks 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 3 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 6 days ago

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

5 days 7 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

6 days 9 hours ago