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Large AFSLs with more than 100 advisers are seeing the largest losses in both adviser and AFSL numbers as individuals seek a smaller, personal vision in their work....

Financial planning • 14 May 2025

Morningstar believes there is still further to run with the potential takeover of Insignia Financial even with original bidder Bain Capital walking away....

Financial planning • 15 May 2025

International equities shrugged off market turmoil in April to report inflows of some $2 billion, more than double of the flows seen in the previous month....

Funds management • 15 May 2025

Following the recent launch of its Private Equity Secondaries Fund, Coller Capital has made the fund available to investors on several wealth management platforms....

Funds management • 15 May 2025

Quinbrook Infrastructure Partners managing director, APAC, Rob Kerr, is to leave the firm at the end of July, and a successor has been found from QIC....

Funds management • 15 May 2025

The number of advisers currently using or planning to use artificial intelligence in their practices has risen substantially to almost three-quarters of firms, according ...

Financial planning • 15 May 2025

In this week’s episode of Relative Return Insider, Financial Services Council CEO Blake Briggs joins the show to break down what the federal election and new-look Treasur...

Editorial • 15 May 2025

Adviser numbers have experienced their largest weekly loss year-to-date this week, doubling that of the previous week....

Financial planning • 15 May 2025

Financial advice business models focused on holistic and investment advice have grown by just 2 per cent so far this financial year, according to Wealth Data....

Financial planning • 16 May 2025

Calder Wealth Management (CWM) has acquired a Melbourne-based financial planning business to strengthen its Victorian footprint....

Financial planning • 16 May 2025

Generation Life CEO, Felipe Araujo, sees advisers as critical to the launch of its new longevity products, as it enters a strategic alliance with BlackRock....

Financial planning • 16 May 2025

AUM in alternative ETFs have reached US$0.28 trillion, according to State Street, with three-quarters of advisers planning to increase their allocations to the vehicles....

Funds management • 16 May 2025

Only a third of Australians are willing to pay more than $500 for advice, thousands of dollars behind what advisers need to charge just to stay in business....

Financial planning • 16 May 2025

A decade after being permanently banned from financial services, a former financial adviser will finally face court in WA following a failed bid to avoid extradition....

Financial planning • 16 May 2025

Having previously stated a desire for greater expertise in fixed income, Bennelong Funds Management has partnered with Allspring Global Investments on a global income str...

Funds management • 19 May 2025

Fund managers are seeking to strengthen their distribution teams to target the wealth management channels, but recruiters say it can be difficult to find senior hires. ...

Funds management • 19 May 2025

In the latest episode of Relative Return, host Laura Dew chats with Haran Karunakaran, fixed income investment director at Capital Group, to discuss why fixed income solu...

Editorial • 19 May 2025

Australia is driving the way in active ETFs, according to Trackinsight, and active listings could outpace those of passive ones by FY26....

Funds management • 20 May 2025

Franklin Templeton Australia has closed two funds run by ClearBridge and Martin Currie, one of which is over 40 years old....

Funds management • 20 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 3 days ago

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

2 weeks 6 days ago