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With the end of financial year fast approaching, this may be an optimal time to start a discussion with families about future succession planning, writes Peter Leggett. ...

Expert Analysis • 13 June 2025

As private markets gain traction in Australia but only a limited pool of talent is available, three recruiters explore whether fund managers should consider looking overs...

Funds management • 16 June 2025

Australian fund managers are actively seeking to launch Cayman versions of their funds to attract offshore flows, with Regal Partners set to launch its latest offering th...

Funds management • 16 June 2025

UK-based fund manager Royal London Asset Management has appointed a Sydney-based head of regional sales as it embarks on a multiyear plan to expand its presence internati...

Funds management • 16 June 2025

Quinbrook Infrastructure Partners has promoted its Australian head to the role of chief executive of the global investment manager. ...

Funds management • 16 June 2025

Flows into cash and fixed income ETFs soared in May, rising from $366 million in April to more than $1.3 billion, data from Betashares shows....

Funds management • 16 June 2025

ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors....

Financial planning • 16 June 2025

Licensee Centrepoint Alliance has completed the acquisition of Brighter Super’s annual review service advice book, via Financial Advice Matters. ...

Financial planning • 16 June 2025

Global asset manager BlackRock has identified bringing private markets to the wealth channel as a key business area for the firm that could generate US$500 million in rev...

Funds management • 16 June 2025

The use of active ETFs in model portfolios by financial advisers is a key factor in the growth of the products for iShares, according to BlackRock. ...

Funds management • 17 June 2025

BT has appointed global fund manager Wellington Management to launch the Global Opportunistic Value Fund for Australian financial advisers. ...

Funds management • 17 June 2025

Channel Capital has appointed a head of investment oversight who joins from 14 years at asset consulting firm JANA Investment Advisers....

Financial planning • 17 June 2025

Ahead of the approaching end of the financial year, State Street has shared five tips for advisers who are using ETFs in their client portfolios. ...

Funds management • 17 June 2025

The possibility of a private credit ETF is looking unlikely for now with US vehicles seeing limited uptake, according to commentators, but fixed income alternatives exist...

Funds management • 17 June 2025

Fund manager Pacific Current has appointed a former superannuation chief executive as its newest chair, succeeding Tony Robinson who departs after almost a decade to focu...

Funds management • 17 June 2025

Multiple industry organisations have shared their thoughts on AFCA’s proposed rules amendment, supporting the idea of firms being named publicly when they fail to comply ...

Financial planning • 17 June 2025

Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025. ...

People & Products • 17 June 2025

Commentators may be forecasting consolidation in private market firms but a survey of the industry itself expects new manager formation will still outpace this, especiall...

Funds management • 17 June 2025

Platinum Asset Management has provided an update on the possibility of a merger with asset manager L1 Capital following a period of due diligence....

Funds management • 18 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 10 hours ago